kiko_kiyo

$KOGE $ZKJ Double Crash, Why Creating a Pool for Altcoins is a High-Risk Activity:

First, let’s introduce AMM (Automated Market Maker). Unlike the order book mechanism in exchanges, AMM relies on user-provided asset pools (commonly referred to as liquidity pools). During trading, the trading pairs in the pool maintain the equation x * y = k, where x and y are the quantities of two currencies, and k is a fixed constant.
Taking $ZKJ - $USDT as an example, when a user buys $ZKJ on-chain, they add $USDT to the pool and take out $ZKJ, while the price of $ZKJ is determined by the ratio of the amounts of $USDT and $ZKJ in the pool.

Creating a pool provides liquidity for the on-chain trading pair of that currency (for example, $ZKJ - $USDT). Whenever someone trades that pair, those who provided liquidity can earn transaction fees. However, this involves impermanent loss.
Impermanent Loss:
Current pools are typically V3 pools. To maximize fee benefits, liquidity providers set a price range. When the price deviates from this range, to maintain x * y = k, the amounts of $ZKJ - $USDT you added will change. When $ZKJ rises, your $USDT will increase, and when $ZKJ falls, your $ZKJ will increase. If it exceeds the range, it will turn into a single currency.

Transaction fees for altcoins are usually 0.25% - 1%. However, for the $ZKJ $KOGE projects, in order to attract Alpha players, they have reduced the fees to below 0.01% and have added a large amount of $ZKJ - $USDT to the pool. If Alpha users add liquidity to earn transaction fees, they will likely set the range to [-0.01%, +0.01%]. This means that if $ZKJ falls by 0.01% or rises by 0.01%, your assets will completely convert to either $ZKJ or $USDT.
When the price rises, it’s fine as you will still have a lot of USDT, and the worst-case scenario is that you miss out on the rise of $ZKJ. However, if the price drops, you will be stuck with a lot of $ZKJ.

If you really want to create a pool to earn transaction fees:
1. Prioritize mainstream coins and stablecoins, such as $SUI - $USDC, $USDC - $USDT.
2. Monitor the liquidity pool in real-time; you can use OKX DEX to check changes in the liquidity pool.
3. Set a conservative range for the strategy.

Liquidity Adding DApps:
EVM Series: Pancake Swap, UniSwap
SOL: Raydium, Orca, Meteora
S: Shadow
SUI: Cetus, Momentum, Aftermath

It is a foolish behavior for large funds to form Alpha pools. This is a typical case of using large amounts to fight small ones. To attract newcomers to increase trading volume, most pools have a fee of less than one ten-thousandth. Only in ultra-narrow ranges can high returns be achieved, but when the operator withdraws the pool and crashes the market, it is just a matter of a sentence. The apparent stability is due to the excess returns brought by Alpha, which attracts a large number of newcomers. The day when Alpha returns do not meet expectations will be the time to close the net.

After looking at the case of $KOGE being front-run, many people want to know if setting the slippage to 0.01% means there is no need to enable MEV protection.

Let me explain, MEV protection is commonly known as anti-front-running. Front-running can happen when, during your transaction initiation, a BOT uses a higher gas fee to front-run your transaction, raising the price, and then quickly sells after you buy, profiting from the price difference.

If you set your slippage to 0.01%, the maximum loss amount whether you enable MEV protection or not would be one ten-thousandth. In fact, this amount can be ignored for transactions below 100,000 USDT. The main reason to not enable MEV protection is to reduce slippage; theoretically, setting slippage to 0.01% should allow you to forgo MEV protection.

However, I personally still recommend enabling MEV protection for two reasons: First, Binance will compensate you if you are front-run even with MEV protection enabled. Second, slippage might automatically adjust to a default setting when you reopen Binance.

In conclusion, it’s not necessary to bear risks for a few USDT of slippage. It's best to use a lower slippage while also enabling MEV protection.

KOGE - The clamp on USDT is getting more and more serious. I can only say that believing in this big amount of funds without a clamp for this lifetime has been achieved, and I have exhausted my efforts to earn a few hundred U just to pay you back the principal, which is gone.

$Fly currently has 88 worth 48 U, directly roadside, let's see if it will pump later. Those who haven't claimed can hold off for now, just like with Lagrange, wait to claim after the pump.

Additionally, I want to mention that Binance changed the rules a few days ago, now the average remaining amount per person that does not exceed 10 U will definitely not be reissued, and exceeding 10 U may not necessarily be reissued, so claim after the pump.

Today's Alpha airdrop Fly is officially launched on Kraken and Binance Alpha. Binance has already received 1 million $Fly. Based on the latest valuation of 45M, everyone might receive 80-120 $Fly, with an expected unit price of 40-50 U. The market dynamics are another matter, especially considering the precedent set by Lagrange. The pre-market price went from 0.1 to 1.7.

It is completely not as good as the Lagrange from the day before yesterday (if you disagree, just pull the version) and Cudis (Lord of the Rings version).

Today I saw OneKey announced that it has completed Series B financing, led by YZI Labs. It is now the only hardware wallet that has dual investments from Binance and Coinbase. Let me talk about the actual experience of using Onekey. (I am using Classic 1S)

Due to frequently mining on-chain and engaging in many deposit projects, I use hardware wallets relatively often, and the actual usage is very convenient.

Advantages:

1. The basic operation logic is simple, with only four buttons. You can connect it to a computer and use it directly without needing to switch networks in the wallet.

2. The code is completely open-source, which reflects the idea of surpassing the predecessors.

3. There is a battery-less version, which is very suitable for those who hoard coins.

4. Feedback to the boss is resolved quickly; the last time I reported a loss of focus issue, it was fixed in one version.

Disadvantages:

1. Sometimes when connecting to a computer, it prompts that the device is disconnected, and I have to unplug and reinsert it to fix it. I'm not sure if this is a common issue or if it's just mine.

At the same time, I hope OKXWallet can add support for Onekey's Solana network, so my Ledger can almost retire.

If any brothers want to buy Onekey, you can use the discount code 0BHDZ0 to purchase, enjoying a 5% discount.

Today, the Alpha points threshold is 223 points. As an old user who has followed from the first Shell to now, I would like to share my thoughts.

Previously, I mentioned in the Binance Square that the Alpha bonus period is coming to an end, and a bunch of people were commenting in a sarcastic manner. I know they just don't want to accept the fact that it ends shortly after they joined.

I can only say that the studio behind the plus sign is no different from locusts; wherever they go, nothing survives. If we want this game to continue, we must change the rules.

The points threshold is related to two aspects: the first is the share provided by the project party, and the second is the distribution of points among users. From my previous predictions on the trend of point threshold growth, it can be seen that if the rules are not changed, the threshold will always be on an upward trend. There’s no way to achieve balance; as long as there is profit, countless studios will join.

I have to say that Binance has done its best. This feast has lasted for five months, and it is precisely because of Binance's unique position in CEX that it can last this long. It is well known that on-chain hotspots generally do not last more than a month, and high-profit mining pools do not last more than two weeks.

Looking forward to the subsequent performance.

During significant drops, it is advisable to buy value coins at the bottom, not worthless coins.

Worthless coins refer to those that lose half their value with just a slight drop in Bitcoin, and do not rise when the market starts to rally.

Value coins are those that also drop when Bitcoin declines, but rise significantly when the market goes up.

$SUI I'm talking about you.

$WCT has reached 1.3. After more than twenty days of trying to wash out retail investors, it's almost done (including me).

WalletConnect has been quite successful. Between checking qualifications and the opening, there were several months where the team conducted multiple public sales, selling a lot of tokens at a price of 0.02. Then, when it opened, they directly poured it in, crashing the price to around 0.03 and maintaining it for a night, forcing retail investors to give up their tokens close to the public sale cost price. After a simple wash, combined with good news of the listing on Upbit, it directly surged to 0.06. After this wave of good news, they continued to wash and accumulate tokens, slowly bringing it back down to 0.03 after about twenty days. At this point, the final washing and accumulation work was completed.

Next, relying on its strong demand in Web3 infrastructure, they continued to pump the price while announcing airdrops for SOL users, completing the surge. When the price approached 1.0, they released negative news while charging coins to the exchange, luring retail investors to short, while actually continuing to pump the price using the shorts as fuel.

In summary, the reason WCT can rise so high is not only because the operators are very experienced, but also because WCT itself is a strong infrastructure in Web3.

$WCT

Web3 First Lesson, remain skeptical of everyone.

Newcomers should familiarize themselves with the secondary market before going on-chain.

This is a typical scam, using a fake coin without a liquidity pool to get you to exchange it. Once you exchange your USDT, their script will immediately respond to drain the USDT from the pool.
#防诈骗技巧 #貔貅币 #sol

A simple scoring of commonly used hot wallets on the market
⚠️(Only for the products themselves)

1. MetaMask
Stuck in its ways for too long, its market share has been completely divided. Transactions are lagging, and opening the browser immediately pops up web issues that remain unresolved. Recently, it seems a bit anxious, suddenly supporting SOL, still relying on trading fees of 0.875%, which is quite comfortable, just on the roadside.

2. Rabby
As an EVM-compatible wallet, Rabby does significantly better than MetaMask, with GAS Account, authorization management, and exchange address identification, supporting a wider range of hardware wallets, considered top-tier.

3. OKX Wallet
This one needs no introduction, currently the best wallet on the market, Trump used it to buy in, quite popular.

4. Binance Wallet
It was indeed very popular during the money distribution, but its usability is quite average, with unresolved issues regarding inaccurate transaction counts, and some wallets on the SUI chain currently cannot trade. However, it is much better than before, overall considered normal.

5. Phantom
Foreigners tend to prefer it, but it supports fewer networks and has a trading fee of 0.85%, overall considered normal.

6. TokenPocket
An established wallet with a loyal user base, overall considered normal.

7. SafePal
Not many people use it, a single USDT can fill the homepage, just on the roadside.

8. Bitget Wallet
I don't understand why Bitget is putting so much effort into making a wallet; every wallet event is overly drawn out, and there are so many ads on the homepage. The wallet itself is also average, previously experiencing a failed $shell transaction that swallowed coins for half an hour, unable to buy coins during peak times. I definitely won't use it again, quite disappointing.

9. Slush
The new version of the SUI wallet, I can only say it's not as good as the old version. The color scheme is strange, and the operation is user-unfriendly; Scan Code is oddly placed under Receive. Their own NFTs also cannot be displayed, possibly still in the early stages, I miss the previous SUI icon wallet. Quite disappointing.

The dividend period of Binance Alpha is almost over. Let's discuss who benefits and who loses from this project.
Benefits:

1. Project Team
From their eager line-up to get on Alpha, it's clear that Alpha is definitely a big benefit for them. It not only makes it easier to get on the spot market, but also retail investors provide a lot of liquidity with their active trading. (They can sneakily unload their assets while boosting Alpha)

2. Dex
No need to elaborate. Pancake Swap's transaction fee revenue exceeded Pump yesterday.

3. The first batch of retail investors entering Alpha
Early players are enjoying it a lot, with monthly income exceeding ten thousand and a very low cost.

4.
Old DeFi miners. While everyone is heavily trading Alpha, this group of old miners has already made a substantial profit by pooling resources.

Drawbacks:

1. Other wallets
The trading volume of Binance wallet is greater than the total trading volume of other wallets.

2. Others
Frequent coin listings on Upbit recently indicate this.

3. On-chain yield farmers
A portion of the shares originally belonged to them.

4. Other chains
Most Alpha airdrop tokens are launched on the BSC chain, pulling liquidity that originally belonged to other chains.

Feel free to add more

$Soph
$huma
$cake

Web2 big players are entering Alpha, which is the biggest benefit for Pancake. Pancake's revenue has already surpassed Pump, just hold Cake and wait for it to take off!

For those who don't understand, let me explain: when you are using Alpha, the most commonly used route is Pcs, which is Pancake Swap's routing. Every time you make a transaction, you contribute to the fees, and similarly, its token Cake will also rise in value.

$CAKE

Rate the current mouth-pulling platform

Kaito :
KOL 10 points Small Retail Investors 2 points Small Groups 100000 points
It's simply too satisfying for KOLs, collaborating with major projects like 0g, monad, huma, etc. Just writing a couple of articles during TGE can earn a few hundred to a thousand U, directly 10 points.
Basically unrelated to retail investors, breaking 0 is too difficult, 2 points.
Not much to say about small groups, those who understand know.

Cookie:
KOL 7 points Small Retail Investors 5 points
Currently, it seems like only Spark is the project, and it's not that easy for KOLs to earn points. Some retail investors can also earn points by posting, currently quite balanced.
(Points will be adjusted based on airdrop quotas, 5 points will be directly deducted per person for an average of 100)

Ethos:
KOL 8 points Retail Investors 0 points
The threshold is very high, registration requires an invitation code. Last time, a large hand waved and issued a floor NFT of 2.29E to high-ranking individuals, giving KOLs a full experience of 8 points.
Unrelated to retail investors, opportunity is 0, 0 points.

Giverep:
KOL 5 points Retail Investors 6 points
This platform's scoring is quite transparent. It requires continuous @ing of the project party and the platform, which takes too much time, and KOLs are not very willing to do it. However, it's great for retail investors because small retail investors are not short on time.

New Platform River:
KOL: ? Retail Investors 1 point
The platform is relatively new, and it's unknown how many points can be given to KOLs, but during registration, the scoring will be based on your account's historical ratings, so it basically has nothing to do with retail investors.

Summary: Mouth-pulling still relies on KOLs, and even the most suitable Giverep for retail investors basically doesn’t give them a share.

Huma meets the threshold of nearly 50,000 people at 200 points.

Based on my estimated Alpha scoring model, the threshold trend will only get higher from here. Recently, quite a few big players from Web2 have joined Alpha, and you guys should understand the terror of this group; they will develop the first batch of accounts in less than half a month. Once the threshold exceeds 220 points, the Alpha bonus period will completely disappear.

So let's take it one step at a time; each airdrop price will be maintained at around 100, so don't hesitate to grab the money you can get.

Unless something unexpected happens, HUMA on the 26th should be a big deal.

HUMA allocated 4% of the tokens to Binance, and the FDV is estimated to be around 700 million to 1 billion, meaning approximately 28 to 40 million U will be given to Binance. If Launchpool and Alpha split 50/50, then Alpha users will collectively receive tokens worth 14 to 20 million U. Assuming SOON has 80,000 people sharing, each person will receive around 175 to 250 U in tokens. As HUMA becomes the new leader in the PayFi sector, there is a possibility of a significant price surge upon launch.

I regret not having a large position for long-term staking; this time HUMA's airdrop for retail investors is quite generous. With real capital staked long-term, one can achieve decent results.

This is the result of staking 800 U for about half a month.

It is recommended that Alpha prioritize obtaining 26 Huma.
Since it has launched on Binance, why not expand the scope to see an FDV of 1B.
It is known that Huma allocated 7% of the total supply to CEX and marketing, and Binance will definitely take a large share here. Assuming 4% of the total supply is allocated to Binance, and assuming Binance allocates 2% to Launchpool and 2% to Alpha.
Total Alpha Supply: 2000WU
Based on the number of people who met the threshold in the last Adventure Island: 50280
Average allocation per Huma: 2000/50280 = 397.7
Adventure Island scenario, definitely a big deal!

The leading PayFi project Huma is also going to Alpha, it is recommended to reserve some points to receive this, with an estimated FDV of 1 billion.
Generally, such early notifications are from big players.

Latest Lossless Alpha Tutorial:
Enter the non-custodial wallet, use USDC on Sui to brush Blue, slippage 0.5%. The second-level trading on Sui and Blue's thick liquidity pool determine the low wear and tear of the transaction, and there will be a Sui trading competition afterwards, allowing for double benefits.