河马投研

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

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

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.

🔥【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!

I clearly said 5 days ago that $KAITO will have a wave of stretch in the short term. Today, $KAITO has made the arrangements for the air force very clear. Don't short a new coin casually now, because when everyone knows that shorting a new coin can make money, you can't short it. This is a historical lesson! $PNUT also performed very well today. $ACT, which was launched at the same time, is expected to usher in a wave of stretch. Although Bitcoin and Ethereum are still falling in the past two days, the altcoin has almost stopped falling. Among the top 100 tokens in market value today, only 7 are falling. Under this market, the altcoin does not fall. Maybe it seems that it has really reached the bottom. If it falls further, there will be almost no liquidity. I think spot can consider building positions in batches. If the coin in your hand rises, you have to swing down the cost. If Xie Lun altcoin has a bull, it must be a slow bull. It is impossible to pull it up at one time. There are too many locked plates above. We must be prepared for a long-term struggle!

Wintermute is one of the market makers of $KAITO. Since $KAITO is listed on several leading CEXs at the same time, it is unlikely to go down directly after going online. At present, there is not much selling pressure on the market, and there will still be a wave of pull-ups in the short term.

$METIS has broken through the bottom oscillation box, and I hope there will be a pullback to confirm. This morning I found that the breakthrough did not increase in volume, so I haven’t gotten on the train. The overall altcoin sector feels that many targets have reached the bottom. Previously, due to the continued popularity of the on-chain Meme, part of the existing funds were taken away. I hope that the altcoin will have an overall rebound in the future.

$THE Although I was hurt by the copycats, I still couldn't help but get on board when I saw the K-line. Please don't 🈹 me, please! $THE Stop loss at 0.64

Argentina $Libra is the fuse that has pulled market sentiment down to freezing point. Does the decline of $Sol officially mark the end of the Meme era?
I have been thinking about what kind of Meme launch method can become the focus of the community, and it must revolve around the word 'fairness.' The more relatively fair the Meme launch method is, the more easily it will be welcomed by the market! Just like Pump.fun, it was actually its launch method that determined that the project team could not withdraw liquidity and other measures, which were welcomed by the market. However, the cost of wrongdoing for the project team is still very low. Suddenly, I remembered the good of inscriptions; at least the cost of wrongdoing has increased significantly. But the liquidity issue has become a top priority with order book-style trading. In the past few days, I have come into contact with many teams in Hong Kong that are still working on narratives and product development related to Ai Agents. I don't know which direction the market will develop next; everyone is confused. Is the Meme market a temporary pullback or has it already ended? Perhaps everyone has different answers, or maybe a new track will be born? Anything is possible. Currently, I have cleared my $SOL, accompanied by a massive unlocking negative impact. I won’t take the last bite of meat under a dangerous wall; surviving gives hope.

Today's market performance raises the question: "Is the altcoin bull market back?" However, despite some increases, this rebound seems insignificant compared to the previous declines. Most altcoins have already hit rock bottom, and a direct V-shaped recovery in the market is unlikely. Due to heavy selling pressure above after the drop, the upcoming market is more likely to be characterized by a prolonged period of consolidation and gradual recovery of market sentiment. Nevertheless, this fluctuation, compared to the stagnant market state, at least brings some active opportunities for investors.

Key data to focus on this week:

1⃣ US January CPI data
Release time: Tomorrow evening at 21:30
Impact analysis:
CPI higher than expected: May negatively affect the crypto market, as this could delay the Federal Reserve's rate cut plans.
CPI lower than expected: May positively affect the crypto market, as this could strengthen rate cut expectations.
Core logic: Rate cut expectations are usually related to a poor economic environment, while loose monetary policy often benefits the performance of risk assets.

2⃣ Trump Tariff Policy
Event: Trump will announce reciprocal tariff measures against several countries this week.
Impact analysis:
If tariffs increase, it may lead to a stronger dollar, which would negatively impact BTC and other cryptocurrencies priced in dollars.
Tariff policies could also trigger global trade tensions, further affecting market risk appetite.

Summary:
As long as there are no major negative news (such as CPI significantly exceeding expectations or an escalation of the trade war), market sentiment is expected to gradually recover, and the market may show a trend of consolidation and upward movement. Although a significant rebound is unlikely in the short term, the increased market activity provides investors with more trading opportunities.

Short-term strategy: Focus on the performance of strong cryptocurrencies in a consolidating market.

Long-term strategy: For value investors, the current low levels may be an opportunity to gradually position in quality assets, with a personal focus on $SOL and $LTC (EFT expectations) as the main positions.

Altcoins: Pay close attention to the rebound in the AI sector and the performance of SOL ecosystem assets like $RAY, which has shown significant support during this downturn, with attention on the strength of the rebound in the future.