河马投研

$ZKJ Survived a close call, family!
If I hadn't just been playing games, I would probably get hit with a hoe by the village chief tomorrow!

The big truck of the Alkanes protocol has arrived, Bee. The price of METHANE has reached around 180U after yesterday's offline meeting in Shenzhen. The total amount of Bee is 1M, and the current progress is about 25%. However, the market price is cheaper than the price we can sell at, so I think there's no need to rush. We can't finish all at once with the big truck, let's buy slowly first. Wait until the buying cost > selling cost and the progress reaches around 60-70%, then we can sell a bit more.
Whether the Alkanes protocol can be as popular as BRC20 at that time is currently uncertain. At least personally, I still have high hopes. If we benchmark METHANE against ORDI, then Bee benchmarks against SATS. SATS was also a big truck and took a long time to finish. The core logic here is that Alkanes needs to break out, and exchanges want user traffic. If enough people participate, combined with capital to push it, then getting listed on exchanges will happen naturally.
Regardless of the outcome, the cost of trial and error is not high. I suggest everyone to get some and hold it, participating with the mindset of treating it as a gamble. The more people participate, the more heated the market will be, and it will catch the attention of capital or exchanges. DYOR

$SOL, can you give us some strength!!!
If it doesn't rise soon, we'll be completely cut off by the dog庄🥹

The economic model of blockchain games is essentially a shell game of a Ponzi scheme!
$NXPC has become a hot topic today, drawing many people's attention back to blockchain games. After opening, the price peaked at $3.86, with a market capitalization of $3.86 billion. Can a game IP from Web2 be successfully remade in Web3 and gain market acceptance? I would like to analyze from several aspects:
1️⃣ Blockchain game players won’t have deep emotional attachments; everything is based on gold farming profits. If gold farming is profitable, people will play. Who cares if your game is fun, smooth, or has good graphics? Everyone is busy brainstorming ways to make money every day～
2️⃣ Only when there are profits will people participate in the game for gold farming. As the yield increases, more people will join; as the yield decreases, participation will gradually fade. Profits need to be supported by the market. The higher the gold farming profits, the greater the market selling pressure, leading to a vicious cycle;
3️⃣ Almost all blockchain games operate on a dual-token model: governance tokens + game tokens. Finding a balance between these is very challenging and requires constant adjustment of rules;
4️⃣ It’s not that blockchain games cannot be participated in, but timing is crucial. Often, it becomes very difficult to make money in the later stages, such as with $GALA, $BIGTIME, etc. Compared to the market capitalization of previous blockchain game projects, $3.86 billion cannot be considered a value trap;
5️⃣ The fundamental logic is to use market money to pay for the gold farmers at the back, as the game itself has the attributes of a mining machine.

Strongly recommend everyone to resist it together!!!
When the market is slightly better, it comes to cut market liquidity. After Trump issued a coin, a bunch of celebrities launched coins to harvest the retail investors, leaving the chain in a mess. Just when it finally recovered a bit, here it comes again? This kind of pre-announcement must be rejected; it does not conform to the spirit of Meme!
I am definitely not spreading FUD on the surface while secretly buying it myself. I only earn money within my own understanding. I will not participate in anything that treats me like a dog!

The boy who once accelerated his heartbeat for altcoins has now cultivated into a meditative elder on the trading floor. Watching his former lover (altcoins) made up and surge by 30%, his heart remains unfazed. Perhaps this is the emotional trial one must endure in the crypto world?

$ETH E-Guardians are recently in high spirits; the second-in-command is indeed the father of altcoins. I am pondering: With the end of Layer 2, Cancun upgrade, LSD, and Restaking, can there be a new narrative to support ETH in breaking past its previous highs?

The reasons for holding $SOL at this moment:

✅ Expectations for a spot ETF (the SEC chairman's ambiguous attitude towards SOL is worth noting)

✅ Continued enthusiasm in the meme market (on-chain trading volume remains decent)

✅ Textbook K-line: The three-wave structure on the daily chart is nearly perfect
First wave: $95→$150 (violent foundation building)
Second wave: Textbook flag pattern consolidation
Third wave: A bloodthirsty charge before the $180 resistance level (current slope has sharply increased by 60%)

MACD showing a second golden cross above the water + breaking the descending trend line + the 60-day moving average turning upwards. Perhaps this time it won't be the story of the boy who cried wolf?

No longer wielding the sword of 2023 to cut through the market of 2025. The uncertainty of the market and the speed of evolution far exceed our imagination; only by continuously iterating our cognitive framework can we capture the ripples of certainty amid chaos.

The first asset of the RGB protocol mainnet is about to go live. Today, everyone is using Bitlight to create UTXO. There have always been several different solutions regarding the Turing completeness of the BTC ecosystem, such as OP_CAT, RGB, and RGB++, etc. I believe there is no absolute good or bad among these protocols; they all build underlying protocols around the BTC ecosystem from different perspectives.
Regarding how to participate in the currently popular RGB protocol, everyone can check out the coffee tweet, which is very detailed. I used a picture to illustrate the differences between RGB and RGB++, making it easier for everyone to understand.

《Factory Table》
I am but a humble worker, toiling in the sewing workshop, barely making a living through budget takeout. After three years in the industry, the sewing machines run continuously, and the fabric remains new. This month, my salary is 3,500, and after paying rent and utilities, it takes away more than half. Indeed, this is a time of hardship and struggle. However, my fellow workers are striving hard inside, and the seamstress sisters are diligently working outside, bearing the heavy burden of life, seeking warmth and sustenance for their families. It is truly advisable to arrive at work on time, to shine in front of the boss with his luxury cars, and to promote the spirit of hard work; it is not appropriate to be negative, to slack off, and to act perfunctorily, as this would cut off the path to promotion.

The dormitory and factory area are in the same place; mosquitoes, bugs, and ants should not be treated differently. If there are machine malfunctions or material shortages, it is advisable to report to the relevant personnel to investigate the cause, in order to demonstrate the factory's efficiency; delays must be avoided, as they would lead to production stagnation.

Master seamstress Sister Li, Xiao Wang, and others are all diligent and hardworking individuals, skilled in their craft and focused in their work, which is why the supervisor selects them to ensure quality. I believe that matters related to sewing machines, regardless of difficulty, should be discussed with them before operating, which will surely reduce mistakes and improve quality.

Senior employee Brother Zhao, with rich experience and familiarity with the processes, is well-regarded by everyone for his past work, which is why he is recommended as the team leader. I believe that all matters of team management can be consulted with him, which will definitely lead to reasonable division of labor and improved efficiency.

Those who are hands-on should keep their distance from those who are slick; this is the key to a good production line. Conversely, those who are slick should keep their distance from those who are hands-on; this is the reason for a decline in quality. The supervisor often discusses this matter with me during factory inspections, and I cannot help but feel indignant about those who are lazy and cunning. Skilled seamstresses, quality inspectors, and material specialists are all loyal and responsible individuals; if the boss trusts and values them, the prosperity of the workshop will be just around the corner.

30 times is just the starting point? Why was I optimistic about methane a month ago?
$METHANE, behind the 30 times carnival, there is a signal that 1% of people can understand: 1 month ago, the PVP on the chain was in full swing, and most people were addicted to the Meme of SOL and BSC chains. I called for attention to the Bitcoin ecosystem in the community many times!

Today, methane skyrocketed, and countless private messages asked me if I can still enter now?
The real question is not how much it can rise, but:
Why do 90% of people always enter the market when they are FOMO?
Have you really thought about the logic of making money in this circle?

Bubble or opportunity? Learn to think, the market will not lie, and the data will not lie.#METHANE#BTC #Alpha

Learning

The staking and restaking protocol of Ethereum is designed to collect market ETH, reduce liquidity, and decrease market selling pressure, thereby benefiting certain groups to offload at high positions.
This was my point of view from last year. Although that tweet was taken down, this perspective seems to hold some truth today.
You value others' airdrops or even points (which later is just an expectation of points-based airdrops), while others value your principal; the financial market has always been like this!
Think more about the motivations behind every action!

In recent days, the Twitter Blue V mutual follows have been all over the screen. To be honest, I feel quite resistant to it internally, but I respect everyone's way of behaving, so I won't criticize or have the right to judge anyone. Gaining traffic is a good thing, proving that everyone is working hard. I also want to gain traffic, but I want to attract everyone's attention by providing quality content. Some people have money, and some are good-looking; these are all personal resources, and using them to gain traffic is understandable.

Sometimes we can't even change ourselves, let alone fantasize about changing others. Therefore, I will block many KOLs that lack quality, because I worry about affecting the data push. Most of the KOLs I follow now don't have many followers and can produce quality content because I can improve and even make money by learning from this content, rather than watching others argue and script every day.

I am a typical introvert, not good at socializing, not good at expressing myself, and I certainly won't go wild around others. Character determines destiny, so there are many ways I can't make money, such as through socializing or sales. Essentially, there's no good or bad in this; everything has two sides. For instance, when facing problems, I won't blame others or look for objective factors; I tend to reflect on myself more. I like to think deeply about every word others say and every action they take, considering the meaning and motivation behind it.

I won't flatter big influencers just because they have money; it has nothing to do with me. If one has no value, it's also very difficult to truly integrate into the big influencer circle. Society is about the exchange of benefits. The prerequisite for upward socializing is that you have exchangeable value.

Every person is a unique individual. Love yourself and live in a way you like. Don't live in the eyes of others. Keep going! Continuously experience and feel; the meaning of life lies in its breadth, not its length. May everyone in the world be treated gently.

The strategy with $ACT and $SATS seems to indicate that the market maker has run away! How are we supposed to play in this market? If the market maker has left, what are we still doing here?

Hippo's Late Night Reflection: The Growth Journey of Playing with Desire

Lying in bed late at night, I suddenly realized that we are experiencing a game with our brains every day—the temptation of dopamine constantly pulling us into the comfort zone, while the growth of endorphins quietly blooms after the pain of breakthroughs. Those late-night scrolling short videos, time-killing game sessions, and social gatherings over drinks are like sweet candy-coated bombs, allowing us to continuously overdraw the energy of life in the illusion of satisfaction.

But true growth always happens on the battlefield against human nature:
When the morning light pierces through the drowsiness to insist on getting up early to study
When sweat soaks the clothes but one still has to complete the last set of training
When the new protocol white paper is obscure and difficult to understand yet is eaten line by line
These difficult choices in those moments are reshaping our life's value.

The dozens of research reports completed last year and the persistent output made me understand: In the jungle where value is king, hard work is the most basic entry ticket. When the entire market is chasing the wave of Web3, the real game-changers are always those who build a moat with expertise. Just like on-chain protocols need to go through rigorous code audits, our growth also requires continuous value delivery.

Here I solemnly promise all fans and friends:
1. Launch the "Cocoon Breaking Plan" to output at least 1 in-depth research report every week
2. Establish an innovative protocol laboratory to continuously explore new fields with small funds
3. Open community oversight channels, please awaken me in the harshest way when I become complacent

Time is our most precious capital. In this era of accelerated iteration, the opportunity window for every ordinary person is narrowing at block speed. But please believe, do not blindly pursue upward socializing; when you have value, high-quality resources will naturally gravitate towards you. This is not an empty motivational speech, but rather a profound lesson I have learned over the years!

Finally, I would like to share a saying I read recently in "Principles": "Pain + Reflection = Progress". Let us turn every difficult moment into the most proud medal at the future celebration banquet. Thank you all for witnessing this declaration of growth, and may we all smile back at our decisive selves when we meet at the peak!

The result of the violation of market maker $MOVE was the repurchase of 38 million MOVE. I think this punishment is not enough. At this time, it is necessary to kill the chicken to scare the monkey, so that market makers have self-discipline. For example, in addition to confiscating the income, a coefficient of tiered fines should be imposed. The more illegal income, the heavier the fine, and even remove the market making qualification on Binance Exchange. Don't let Binance Exchange become their shipment exposure. As the world's first universe, Binance is completely necessary to assume the supervision of market makers and project parties. Departments similar to the Commission for Discipline Inspection should also supervise the company's internal employees. Such Binance's position in the crypto market cannot be shaken!
I have reason to suspect that the market makers of other second-tier exchanges are more rampant, so for example, how did the liquidity disappear in my previous article? It was slowly worn away in various links, including but not limited to project parties, VCs, exchanges, KOLs, etc. If you are interested, you can check my previous posts.

I originally wanted to curse him to death, but I found that I could only reply by following him, and I would never follow such an idiot.

🔥【Exclusive Report】Tomorrow night I will perform "Crazy Dog Raid" on the Base chain! My wallet address will be fully public, do you dare to watch? 💥
📌 Wallet Address: 0x8b5a115184b5edce50ecc3d185b16723d1b14110
🚨 【Crazy Experiment Preview】
⚠️ Warning: This is not a drill! I will be going all in tomorrow morning, attacking the Base chain shitcoin with a naked run operation——
👉 Zero Hiding: Real-time on-chain live trading
👉 Zero Copying: I have signed a "Life and Death Agreement", profits and losses are my own responsibility
👉 Zero Script: Either get rich or go to zero, let the whole network witness!
🎁 【Network-wide Welfare Easter Egg】
If a miracle happens:
✅ 10% profit shared among 10 loyal fans (can be verified on-chain!)
✅ Hippo Emoji Contest, best work wins 0.05ETH
❌ If it goes wrong: Everyone can just consider it a free fireworks show
💡 【Three Reasons to Watch】
1️⃣ On-chain Reality Show: Watch the hippo lick blood on the knife edge in a bear market
2️⃣ Free Economics: Observe a valuable on-chain practical battle
3️⃣ Participatory Carnival: Your retweet volume determines my stop-loss line
📢 Calling for "Paparrazi Supervision Team" across the network:
▶️ Real-time monitoring of my wallet movements
▶️ Capturing clues of the operator's maneuvers
▶️ Let's decipher the wealth code of MEME coins together
⏰ Countdown begins! Set your blockchain explorer bookmark:
http://basescan.org/address/0x8b5a115184b5edce50ecc3d185b16723d1b14110
#BaseChainRampage #MEMECoinExperiment #OnChainRealityShow
(Investing involves risks, my actions are purely for entertainment, please do not imitate!)
Do not copy trades! Do not copy trades! Do not copy trades!
💬 Let's make some guesses:
👉 How many hours do you think the hippo's experiment can last?
👉 Do you think the hippo will end up making a profit or a loss?
(Comment section prophets have a chance to receive a mysterious airdrop!)

The Understanding King’s Crypto Storm: Trump has now become the number one pump master in the crypto circle tonight!
Trump passionately declared late at night, 'Ensure that America becomes the world’s cryptocurrency capital,' and the crypto world immediately started a magical dance party:

✅ $BTC performs a wondrous display in place
✅ $SOL $ADA change careers overnight to become firecrackers
✅ Only the family of #ODINFUN quietly wipes their tears in the corner

🎯 Now please enjoy the annual grand performance 'The Understanding King’s Economics':
When the price rises → Trump is wise and powerful
When the price falls → It’s all the manipulators' fault
Horizontal banner: Schrödinger's Understanding King Economics
(Strongly suggest the SEC establish the Trump Studies Institute overnight)

The frontline reporter sends a soul-searching question:
Is the MAGA hat being used as a signal light for trading coins? Or is there a mining machine hidden in Mar-a-Lago digging for Dogecoin? Insiders reveal the truth: 'It’s probably just that the retail investors found a new excuse to gamble again.' Finally, I want to ask, does OdinFun still have a springtime?

Family! The internal channel has sent top secret information again 💥💥💥 Last time I got off the car early and missed a 5x return, this time I have locked onto the target and am ready to go! If I make money this time, I will send 5000 yuan red envelopes to my brothers, everyone wait for my good news!