阿普船长

▍Crypto Circle Sailing Diary 6.12

➊ Woke up to find that several major figures in the crypto circle have been banned on Twitter, leaving many questions. Some say Musk got caught up with gmgn, some say offended the hmm Prince, and others say posted memes related to Bubble Mart. Everything is speculation, but
this issue will continue to ferment. Be honest and stop unnecessary chatter! Focus on what you should be doing and don’t worry unnecessarily.

➋ Newton @MagicNewton is about to launch, and the last chance to participate must not be missed. Currently ranked first on the Kaito @KaitoAI project popularity list, it is indeed worth participating, and there should be a nice serving of pork rice! Project tasks and content output are all arranged.

➌ Ethereum has been very strong these days, but the copycats haven't really followed. This round is indeed different from any previous round; you must find your own way to make money. Stop dreaming of making money easily; surviving is what you should focus on. $ETH

After more than two months, defi.app has finally TGE'd. The captain received an airdrop of 6.97k, while Yaps also provided an airdrop of 6.42k. Although it's not much, I am still very happy.

Two important terms in the crypto circle: insight and follow.

I first saw the defi app in a tweet by Yuyue, so I researched and understood the project. My expectations were quite good, so I joined Yuyue's team. I spent about 100 U in wear and tear; 100 U was my expected loss. I didn't score much, but in the end, with the team bonus, I received 6.97k. Currently, that amounts to about 246 U, which is equivalent to earning 1.5 times pure profit using 100 U over two months. That's still quite impressive.

Chasing airdrops is definitely something that newcomers in the crypto circle must do and primarily focus on, because all other sectors will make you pay a lot of tuition fees. Only chasing airdrops can help you accumulate some capital, and relatively speaking, the risks are lower. Meanwhile, VC coins aren't performing well, and PVP is gradually weakening. People are slowly realizing the value of chasing airdrops, and there are many zero-cost airdrops that require no funding; you only need to invest time.

Yesterday, the official website crashed, so I didn’t check it because I felt this project would rise, so I wasn’t worried about it dropping. This morning, I checked, and indeed it has risen. Defi app is amazing!

▍Crypto Circle Sailing Diary 6.10

➊ Bitcoin has surged, breaking through 110,000. The current market rally feels hollow, lacking significant support, and the liquidity in this industry is further drying up. I really can't think of any major positive developments, except for the fact that countries around the world are beginning to fully accept cryptocurrencies, which raises concerns for the future.
➋ It is rumored that Hangzhou has started investigating crypto practitioners. Brothers, I suggest you separate your personal life from the crypto circle. The best way is to use different phones and computers, and try to avoid deeply engaging with various project teams. It's fine to play, but joining different teams may have hidden risks. The turbulent crypto world excites me, but we should cherish it as we go. Some say that cryptocurrencies are a financial conspiracy by the eagle towards the rabbit. This matter, I fear, will only be understood hundreds of years in the future.
➌ It is rumored that OKX is about to launch the U Card, while the bank that Captain has been using for Infini has recently stopped cooperation and is looking for new partners. So I really like this U Card, but OKX's U Card may become a new disruptor.

▍Crypto Circle Sailing Diary 6.9

➊ yuyue Live every Wednesday evening from 21:00 to 21:30 Beijing time on @Sidekick_Labs. Regardless of whether you attend or not, I will definitely be there. We must seize the opportunity to learn. I mentioned yesterday that the live segment will definitely be emerging, and there will gradually be brothers opening it up. It is still early, and the earlier you join, the more points you can earn.

➋ A billion dollar valuation fundraising, is the appearance too unseemly or is it really a 'truth is stranger than fiction' law? I think there will indeed be quite a few participants. This platform has saved Sol, raising it to a height it shouldn't have reached. However, for the current market, a billion valuation is indeed not low. I see everyone complaining in a row, but I’m a bit curious to see if everyone will participate. Those who got cut on the previous three times should not be too tragic; after all, people don’t use their brains and have no memory.

➌ koge has had its pool withdrawn, how are the brothers who were brushing scores? Personally, I don't go to experience information like low-loss, I only believe in one thing, and that is stability. If you are here to grab airdrops, you must accept a reasonable loss. If you blindly pursue too low a loss, have you considered that the project side wants to eat your costs? It's still the same saying: high temptation things represent an endless abyss.

➍ defi.app is about to tge, have you brushed it? I also started brushing this after seeing yuyue's tweet and joined yuyue's team. The captain's main content will focus on various airdrop projects, concentrating on capital accumulation.

▍Crypto Ocean Diary 6.8

➊ On-chain Emperor 0xsun gets a Ferrari, expresses gratitude to crypto, and my friend, his Ferrari has a share of liquidity contributed by you. To say I'm not envious would be a lie, but I understand my own abilities. However, it's not that you can't have dreams. Since you've come to the crypto world, you can dream any dream. Being bold in thinking and doing is what makes a real man.

➋ It's high school entrance examination season again. Brother Sun said he didn't even meet the threshold for a three-tier university in his second year of high school, then he worked hard and a year later got into Peking University. It reminds me of a classmate of mine who didn't meet the undergraduate line in his first and second years, but focused intensely in his third year and ended up getting into a good first-tier university. Focus is very important; generally, those who can calm down and complete a task won't do too poorly.

➌ The livestreaming segment that everyone doesn't pay much attention to might yield some good returns later. Although SK is very popular, it's not a phenomenal project. It will only explode in the crypto world once airdropped, so take this opportunity to invest in livestreaming. Just to let you know, Binance Square has also launched livestreaming, and it's quite good, so get started early.

▍Crypto Circle Sailing Diary 6.7

➊ The argument between Jianguo and Old Ma at the head of the bed and the end of the bed only hurts the audience. Once the goal is achieved, I feel these two are just pretending to fight. No matter how you look at it, their public arguments don’t seem real. Next time, argue if you must, but please don’t hit my wallet, okay?

➋ More and more people are starting to write diary-like tweets, and the credit for promoting this feature goes to Teacher Zishi. Gradually, everyone realizes that you actually don’t have that much investment research to write about, so short tweets and fragmented content better fit everyone’s reading habits.

➌ Binance alpha points have reached the familiar 223 points again. Just like Edge, Fly is also a small amount. The higher the points, the smaller the amount. Do you understand now? High points do not participate; it’s better to miss than to lose. After all, the value of that saying is still rising: Things are more important than a small amount.

④ More and more people's tweets include some beautiful pictures or videos to attract attention. They are unnutritious and lack substance. It’s much better to focus on creating good content than to resort to these side tricks. If you have that time, wouldn’t it be better to think more about creating good content?

【Crypto Circle Sailing Diary 6.6】

➊ The strictest blockchain regulations in Singapore have been implemented. Is Asia's financial hub about to collapse?

Exiting has always been the most painful thing in the crypto circle.
But I took a quick look,
It's only targeting cases without legal and compliant procedures,
So there’s no need to worry too much.

➋ Trump and Musk publicly clash, is crypto going to cool down?

Woke up this morning to see the market in the red,
Turns out it's because Old Ma and Jianguo are arguing on Twitter.
Honestly, there’s no need to make a big deal out of it.
I think this is just a distraction,
But it also shows there are no friends, only interests.

➌ BSC trading is leading the way, and the ecosystem is flourishing.

Due to the incentive of Alpha points,
BSC's trading volume is shockingly high every day.
Several decent projects have emerged from BSC's meme coins.
But it’s still the same old story of insider trading and conspiracy.
Playing around can be quite fun,
Just don’t be greedy with these projects.
As long as you don’t get greedy and pull out in time,
These types of trades can even be more stable than most projects.

Hello everyone, I am the captain!

Today's price of $PARTI has started to drop again, and I am still waiting for a bottom-fishing opportunity! When looking at a project, it is about its potential. This project, which is at the entry level of on-chain trading, is definitely worth much more than its current market value and will definitely go above 2u!

【 Parti is backing up to pick you up, you must seize the opportunity】

I have written quite a bit about Parti before, and many brothers criticized me in the comments. I never argue, just like this project team, you just focus on working hard, and leave the rest to the market.

I also mentioned that this project is the main direction of future trading development. Currently, exchanges are beginning to transform and focus on on-chain trading, which says a lot. If you still can't see the future, then just buy it mindlessly and forget about it.

Parti will definitely return you more than tenfold profit on some future day. The current price is around 0.23, and I will buy in large amounts below 0.2. Logically speaking, those who followed my advice to purchase earlier should not owe you anything, after all, it surged to around 0.42 in between. Time will prove what I said, see you at 2u in the future!
$PARTI

In this circle, will there be any KOL better than Trump?

So now you understand what to play in the future?

#BTC挑战11万大关
Good morning, Bitcoin is at 110,000, is your position still there? $BTC

Let's Chat $PARTI

The price of parti's token has been going down, from the airdrop to now, it has dropped from around 0.40 to the current 0.164. I am very calm, and I even hope it can continue for more than three months. I just want to increase my holdings.

Many friends ask me why I am optimistic, and there are only two words: feeling. It's that kind of feeling, you know? Everyone knows some well-known sayings in the crypto world: if you can see it clearly, buy early, go heavy, and hold on.

Whether I can see it clearly or not is not the point; buying early, the current price is not too high, and it can be seen that 0.15 is the support price from the whales, so it shouldn't drop too much below 0.15. I am heavily invested because I went all-in with spare funds, plus I have added all my spare money into parti, so for me, it's considered a heavy investment. I can hold on because it’s spare money, so I personally believe that I can hold on for at least three years, and my expectation is ten times, that is, when the price reaches around 2-3, which is my initial expected price. However, I always have a feeling that there will be a wave of market movement within three months.

From yesterday's voxel event on bitget, I believe everyone has seen the drawbacks of centralized exchanges. Data manipulation, all exchanges are like this, and data manipulation isn't anything new, but from the current market situation, the development of DEX is definitely the trend of the future.

When an account can operate on the entire chain without KYC, with a smooth trading experience, able to open contracts, and extremely low transaction fees, aside from deposits and withdrawals, I really can't think of any advantages of a centralized exchange. Moreover, many DEXs can directly buy and sell USDT but do not support domestic transactions.

The realization of such a scenario is an opportunity for Particle Network. This should be the most complete state, but currently, there are still many shortcomings. The transaction fees are too high; although the market rate is 1%, it is obviously too high considering there are gas costs on-chain. If this fee can be reduced to the level of regular users on exchanges, around 0.1%, I believe the time left for CEX is not much.

Therefore, parti can well interpret three words: learn by doing. It is slowly progressing and is currently in a stage of quantitative change. One day, there will be a qualitative change. When its wallet function becomes more and more perfect, the trading experience becomes smoother, and the costs become lower, I believe DEX can occupy the dominant position in the future market. However, whether it is Particle or not is hard to say; I just personally think that the outlook will be good.

Liang Xi said he only sleeps five or six hours a day, spending the rest of the time trading.
Sister Hui said she saved hundreds of coins and often checks the K-line, almost memorizing it.

Do you understand? Success is really not that easy!

If you want to excel in contracts, go to a simulation account, only trade Bitcoin and Ethereum, practice hard for a month, and keep trading continuously. When you can achieve a 100% win rate for a month, you can start trading with real funds.

If you want to excel in low-tier coins, sit down and analyze the chains, collect all the previous major coins, study some K-lines, and keep watching and researching. This research must be memorized, just randomly looking for eight years won’t help. Then, in practice, choose projects; you don’t have to buy, just remember the prices you watched and see if the subsequent trends are profitable, when it peaks, and when to exit. Over time, you’ll develop your own intuition.

Got it? Exceptional people repeat simple tasks until they achieve muscle memory; you won't be far from success!

This circle: The most impressive KOLs are always traders. Whether it’s first-level or second-level scalping, everything else can take a back seat. Only traders rely on themselves; they can earn money while standing. So, whether your account is impressive or whether you have many blue V’s doesn’t matter. What’s important is that you can make money. Only then can you help others earn money. If you’re broke yourself, don’t talk to others about macroeconomics or theories; practical skills are what really matter.

This circle: If you put the users first, they will install your project on their computers and phones. Good projects and good business are both essential; you can’t have one without the other. There are always businesses that attract negativity towards good projects, and there are projects that hinder good businesses. Leadership is crucial. Keep your vision long-term. There are no irreplaceable products. Look at how OKEx over the past few years has quietly built itself up without fighting for attention, basing its success on good products and an excellent business team. They have achieved both market success and a great reputation, reminiscent of the great leaders of the past who commanded the people's support. Other companies/products/projects really need to learn from this.

This circle: The brave are the first to enjoy the world. By entering this circle, you have already taken the first step of the brave. Continue boldly; making mistakes is better than doing nothing.

About Positions

Currently, there are many gangs in the cryptocurrency circle, yes, that's right, gangs. The entire cryptocurrency world is a big circle, and within this big circle, there are countless smaller circles.

Almost every day, we can see different circles challenging each other, with various online insults and attacks, rallying their own supporters to create opposition. However, as demonstrated by Brother Sun and Li Lin sharing a drink together, there are no permanent enemies, only permanent interests.

On Twitter, there is indeed a natural wariness towards strangers, and people can express themselves without restraint behind a keyboard, amplifying both the strengths and weaknesses of an individual. Many of your temperaments and characteristics are completely exposed due to the anonymity of the internet.

Yet many people shake hands and make peace offline. Ultimately, it boils down to this: if you take it too seriously, you lose. Recently, I've seen a lot of tearing each other apart and insults flying around, but the opposing individuals are not necessarily hateful, as each has their own thoughts and positions. There is no right or wrong, and no results will come from the arguments.

So the commotion isn't really worth watching. In the vast sea of information on the internet, it will quickly be drowned out and forgotten by people. Therefore, what’s important is to focus on what you should be doing!

Of course, helping your friends without hesitation is what makes a true friend, and being neutral means standing in the opponent's position!

Today's Review: 4.9

Today there are two representative projects!

This morning I saw the philosopher posting about the egg $eggflation, I added it to my watchlist, then got busy and didn’t look much, hesitated for a while, and then the coin price skyrocketed. When I saw it, the price was about 5 floors, then it soared to 12 floors. I resisted the impulse to jump in and waited for a pullback. Later, when it pulled back to 5 floors, I decisively increased my position, and just happened to see the philosopher supporting the price by buying some, and I made about 50% profit and exited.

Afterwards, I saw $eduardo, a cryptocurrency encoded into the genes of a mouse, and thought this narrative could have at least reached 5 million if it had been earlier. When I saw it, the price was at 3 floors and the market cap was 300k, so I decisively added to my position, and it surged all the way up to 16 floors. However, I doubled my investment early and exited, and then it kept pulling back. During the pullback, I bought back in at about 3 floors, and then cut losses at 0.8 floors, recovering only 40% of my initial capital.

Both of these projects have decent narratives, one is timely and the other is alternative, but indeed, in the current market, few projects can survive. Both projects didn’t go above 2 million at their peak, and then didn’t rise again, so it's important to follow the market and not be a diamond hand. With a diamond hand, you might be able to hold onto a big winner like $rfc, but in 14 days, very few can hold on that long. In hindsight, Elon Musk's crazy interactions + full-on mockery definitely deserve some diamond hands!

Future operations should still remember to exit the principal in time, and not look back. Looking back can only mean holding onto profits; protecting the principal is very important!

$parti is very strong today, finally no more scolding, and the chat atmosphere in the group is becoming more and more harmonious!

Those brothers who saw the RFC shares on Twitter and made dozens of times their investment, now feel confident and start to follow trades and speculate. Indeed, many KOLs' posts can trigger a strong dopamine release, making it feel like there’s another opportunity. But please remain calm.

Please remember not to be led by CX into the market; you should learn to analyze. You can obtain information from KOLs, but your entry should always be based on your own analysis.

Recently, when Binance Chain was bustling, after a few days of play, everyone realized that when playing on Binance Chain, you only need to look at CZ's Twitter for angles. If you apply this method to all chains, what you need to do is to find strategies, wallets, and angles. Simply put, it’s about whether there are big figures empowering the project, like Musk's crazy interactions, whether there are many leading KOLs buying in, such as Brother D and Wizard Yuyue, etc., as well as the project's narrative, etc.

So at this point, you understand that monitoring specific groups on Twitter by following or using tools (GMGN has this feature available for application) is not common. I will later compile a list of the accounts I follow.

Then, it's about building your own library: some major KOLs’ wallet addresses, which are openly available in GMGN, can be collected. Then, find early wallets in some popular projects that have high profitability, follow them, and analyze their previous trading history, win rates, etc., to determine whether it's worth adding to your library.

Finally, just sitting and waiting. Please remember to always have your own thinking and analysis, and never be led by others.