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诸葛投研

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7.6 Years
17年进入币圈的老韭菜,股票持证投资顾问。视频号“诸葛web3投研”,欢迎关注。1029381748
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This round of correction in ETH has not changed its bullish logic.In the past few days, due to PPI data, the market has undergone a major correction, causing panic among many, leading to liquidations. However, as long as the fundamentals do not change, the logic for buying or selling will not change. A sell-off due to negative news will rebound in a few days as long as it does not affect the underlying bullish logic. This article discusses the logic behind ETH's recent price increase. The core reason for this price increase is that ETH, due to its highest level of decentralization, has transitioned from a public chain concept to a foundational tool in the web3 financial ecosystem, becoming a reserve asset for Wall Street investment institutions.

This round of correction in ETH has not changed its bullish logic.

In the past few days, due to PPI data, the market has undergone a major correction, causing panic among many, leading to liquidations.

However, as long as the fundamentals do not change, the logic for buying or selling will not change. A sell-off due to negative news will rebound in a few days as long as it does not affect the underlying bullish logic.

This article discusses the logic behind ETH's recent price increase.

The core reason for this price increase is that ETH, due to its highest level of decentralization, has transitioned from a public chain concept to a foundational tool in the web3 financial ecosystem, becoming a reserve asset for Wall Street investment institutions.
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The celebratory post just sent out this morning was accidentally deleted by me in a moment of haste! What a careless mistake, especially since I specifically bought some $WCT to celebrate. As a result, not only was the post data deleted, but I also perfectly timed the drop tonight. Not one to give up, I'll start over. Clearly, tonight is a washout taking advantage of bad news; I decisively increased my position waiting for new highs, a wash is healthier. For web3, the more active everyone is, the more applications there are, and the more essential wallets become. Thus, #WalletConnect as infrastructure will be more widespread, making it worthwhile to increase my position in @WalletConnect .
The celebratory post just sent out this morning was accidentally deleted by me in a moment of haste! What a careless mistake, especially since I specifically bought some $WCT to celebrate. As a result, not only was the post data deleted, but I also perfectly timed the drop tonight.

Not one to give up, I'll start over. Clearly, tonight is a washout taking advantage of bad news; I decisively increased my position waiting for new highs, a wash is healthier. For web3, the more active everyone is, the more applications there are, and the more essential wallets become. Thus, #WalletConnect as infrastructure will be more widespread, making it worthwhile to increase my position in @WalletConnect .
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WCT/USDT
Price
0.3488
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What is the ecosystem of WalletConnect like?As everyone knows, after my relentless efforts, the day before yesterday I finally made it onto the influence ranking of #WalletConnect . To celebrate, I bought some $WCT , just in time for the recent plunge, standing guard and keeping watch. However, a closer look at the rankings reveals that I, a distinguished investment research player, am surprisingly lagging behind in 'professionalism'. Can I tolerate this? Isn’t this like hitting me at gunpoint? So today I looked up some information on WCT to discuss some new things. Friends who are new to web3 should have heard of concepts like DeFi and DApp. These applications in web3 are basically decentralized, so experiencing any web3 application requires a wallet to act as a passport.

What is the ecosystem of WalletConnect like?

As everyone knows, after my relentless efforts, the day before yesterday I finally made it onto the influence ranking of #WalletConnect . To celebrate, I bought some $WCT , just in time for the recent plunge, standing guard and keeping watch.

However, a closer look at the rankings reveals that I, a distinguished investment research player, am surprisingly lagging behind in 'professionalism'. Can I tolerate this? Isn’t this like hitting me at gunpoint?

So today I looked up some information on WCT to discuss some new things.

Friends who are new to web3 should have heard of concepts like DeFi and DApp. These applications in web3 are basically decentralized, so experiencing any web3 application requires a wallet to act as a passport.
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Today's $PUBLIC was not fully claimed, many people think it's small. But I happily claimed it and sold for 34u. Why did I claim? Because many people do not realize one thing: if you have 260 points, you can claim 5 airdrops, and with a bit of luck, you might get 6 airdrops. Not everyone will be a big fish. Now look at the value of the airdrops in August, it's already been half a month, and $ETH $SOL has risen so well, while Alpha's tokens are all dropping below issue price, with the biggest fish only at 100u. Do you know what this indicates? It shows that the number of high-scoring people is increasing. Binance has fixed the threshold at 200 points, so they must divide the cake small enough for more people to grab. Now let's change the question: Has Binance made the cake smaller, did you grab it? Friends who haven't been able to grab it for several consecutive days can raise their hands. It will become increasingly difficult to grab in the future, your score might overflow easily, will you still be picky? So I grab whenever I can, the earlier you claim, the more points you accumulate. #Bitlayer @BitlayerLabs
Today's $PUBLIC was not fully claimed, many people think it's small. But I happily claimed it and sold for 34u.

Why did I claim? Because many people do not realize one thing: if you have 260 points, you can claim 5 airdrops, and with a bit of luck, you might get 6 airdrops. Not everyone will be a big fish.

Now look at the value of the airdrops in August, it's already been half a month, and $ETH $SOL has risen so well, while Alpha's tokens are all dropping below issue price, with the biggest fish only at 100u. Do you know what this indicates? It shows that the number of high-scoring people is increasing. Binance has fixed the threshold at 200 points, so they must divide the cake small enough for more people to grab.

Now let's change the question: Has Binance made the cake smaller, did you grab it? Friends who haven't been able to grab it for several consecutive days can raise their hands. It will become increasingly difficult to grab in the future, your score might overflow easily, will you still be picky?

So I grab whenever I can, the earlier you claim, the more points you accumulate. #Bitlayer @BitlayerLabs
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What has Alpha's new coin been up to recently? Is it really that trash? It's all crashing, those who bought the dip must be losing their shirts, right? #加密市场回调 When mainstream coins surge, you crash; when mainstream coins pull back, you also crash. Are you not even pretending to sell now? All the profits from ETH have been eaten up by Alpha. Are there any friends who bought the dip and lost money this week? Raise your hand and let’s see.
What has Alpha's new coin been up to recently? Is it really that trash? It's all crashing, those who bought the dip must be losing their shirts, right? #加密市场回调

When mainstream coins surge, you crash; when mainstream coins pull back, you also crash. Are you not even pretending to sell now? All the profits from ETH have been eaten up by Alpha. Are there any friends who bought the dip and lost money this week? Raise your hand and let’s see.
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The guide for completing the first phase of the Booster task Reveel event that goes live today: 1. For the first 3 tasks, you can simply complete them using a ladder; 2. For the 4th task, just register with your email; 3. In Image 1 - After registration, you will see a default wallet address, copy this address and send 2 USDC to this address using Binance Wallet; additionally, send 1 BNB as gas fee. 4. In Image 2 - At the bottom of the page, there is an input box, directly enter the command Send 1 USDC on BNB Smart Chain to XXX, where XXX is your Binance wallet address. (If the gas fee is too high, exceeding 1 USDC, you can send directly to a Reveel user. If sending to an in-site user, enter $ + their ID) 5. In Image 3 - Transfer on Twitter. Directly tweet @REVApay_ai send 1 USDC on BNB Smart Chain to XXX, where XXX should be someone else's Twitter, remember to add @; you can also directly fill in your Binance wallet address. (If the gas fee is too high, exceeding 1 USDC, you can send directly to a Reveel user. If sending to an in-site user, enter $ + their ID)
The guide for completing the first phase of the Booster task Reveel event that goes live today:
1. For the first 3 tasks, you can simply complete them using a ladder;
2. For the 4th task, just register with your email;
3. In Image 1 - After registration, you will see a default wallet address, copy this address and send 2 USDC to this address using Binance Wallet; additionally, send 1 BNB as gas fee.
4. In Image 2 - At the bottom of the page, there is an input box, directly enter the command Send 1 USDC on BNB Smart Chain to XXX, where XXX is your Binance wallet address. (If the gas fee is too high, exceeding 1 USDC, you can send directly to a Reveel user. If sending to an in-site user, enter $ + their ID)
5. In Image 3 - Transfer on Twitter. Directly tweet @REVApay_ai send 1 USDC on BNB Smart Chain to XXX, where XXX should be someone else's Twitter, remember to add @; you can also directly fill in your Binance wallet address. (If the gas fee is too high, exceeding 1 USDC, you can send directly to a Reveel user. If sending to an in-site user, enter $ + their ID)
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I really envy that so many big shots have received the $WCT large airdrop. When will it be my turn? I'm getting a bit anxious; these days I can't focus on researching new coins for Alpha. Seeing so many big shots coming out makes me feel there’s something to it. I hope when the mouth-to-mouth activity ends, I can also get a big piece of the pie. #Connectwallect @WalletConnect I see the project team has been quite active; just a couple of days ago there was a trading competition collaboration.
I really envy that so many big shots have received the $WCT large airdrop. When will it be my turn? I'm getting a bit anxious; these days I can't focus on researching new coins for Alpha.

Seeing so many big shots coming out makes me feel there’s something to it. I hope when the mouth-to-mouth activity ends, I can also get a big piece of the pie. #Connectwallect @WalletConnect

I see the project team has been quite active; just a couple of days ago there was a trading competition collaboration.
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After a simple calculation, I realized that yesterday's pre-TGE $BTR was a huge gain of 250u. The pre-market price of BTR is 0.15, and friends participating in TGE can buy it for just 0.02. Yesterday's oversubscription was only 100 times, and each person could get nearly 1700 BTR, which at the current pre-market price is 250u! Subtracting the cost of 30u, on average, each person can earn 220u! A super huge gain. The main thing is that the project #Bitlayer also has great prospects; if you look at its financing information, basically all the investors are from major investment institutions, with a financing amount of 25 million @BitlayerLabs .
After a simple calculation, I realized that yesterday's pre-TGE $BTR was a huge gain of 250u.

The pre-market price of BTR is 0.15, and friends participating in TGE can buy it for just 0.02.

Yesterday's oversubscription was only 100 times, and each person could get nearly 1700 BTR, which at the current pre-market price is 250u! Subtracting the cost of 30u, on average, each person can earn 220u! A super huge gain.

The main thing is that the project #Bitlayer also has great prospects; if you look at its financing information, basically all the investors are from major investment institutions, with a financing amount of 25 million @BitlayerLabs .
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Have you all noticed that during the recent decline, both SOL and ETH had institutional buyers stepping in, but BTC did not see any institutional buying? Why is that? Because BTC's applications are indeed limited, and its cost-effectiveness is not high right now. So we need to mention our #Bitlayer , which is the application for 'batch processing' on BTC. Many transactions are processed on a 'secondary track' first, and then confirmed on the Bitcoin mainnet using an anti-fraud mechanism, without relying on centralized institutions or multiple signatures. There are people specifically responsible for maintaining this network; they hold some BTR as a deposit, help generate transaction blocks, and verify asset transfers. If they do well, they can earn BTR rewards. It also has a 'bridge' function that allows Bitcoin and other similar blockchains like Ethereum to securely transfer assets. ​@BitlayerLabs
Have you all noticed that during the recent decline, both SOL and ETH had institutional buyers stepping in, but BTC did not see any institutional buying? Why is that? Because BTC's applications are indeed limited, and its cost-effectiveness is not high right now.

So we need to mention our #Bitlayer , which is the application for 'batch processing' on BTC. Many transactions are processed on a 'secondary track' first, and then confirmed on the Bitcoin mainnet using an anti-fraud mechanism, without relying on centralized institutions or multiple signatures.

There are people specifically responsible for maintaining this network; they hold some BTR as a deposit, help generate transaction blocks, and verify asset transfers. If they do well, they can earn BTR rewards.

It also has a 'bridge' function that allows Bitcoin and other similar blockchains like Ethereum to securely transfer assets. ​@BitlayerLabs
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Big pullback! Share a position and take some profits to reach 10,000 followers! A 100 USD red envelope, to boost 700 followers to 10,000, everyone come and help out.
Big pullback! Share a position and take some profits to reach 10,000 followers! A 100 USD red envelope, to boost 700 followers to 10,000, everyone come and help out.
S
ETHUSDC
Closed
PNL
+14.16%
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Zhuge Investment Research: What are you buying when you buy SOL? Why is it rising so fast?In short, buying SOL is essentially because the Solana chain is the most likely to become a high-performance consumer application chain and the main battlefield for meme coins in the coming years. First, let’s talk about high-performance consumer application chains. In the past, it was difficult to use USDT directly for consumption. The reason is simple: the gas fees of mainstream public chains are too expensive, and transactions are slow. However, since high-performance public chains like SOL have been launched, everyone’s on-chain activities have become much more active, transactions are settled in seconds, and the gas fees are less than a cent. So now, almost all mainstream exchanges have issued their own U cards. For web3 to become a reality, it must not directly force users to change their lifestyle habits, but rather match web2 users first, and then subtly change everyone.

Zhuge Investment Research: What are you buying when you buy SOL? Why is it rising so fast?

In short, buying SOL is essentially because the Solana chain is the most likely to become a high-performance consumer application chain and the main battlefield for meme coins in the coming years.

First, let’s talk about high-performance consumer application chains.
In the past, it was difficult to use USDT directly for consumption. The reason is simple: the gas fees of mainstream public chains are too expensive, and transactions are slow.

However, since high-performance public chains like SOL have been launched, everyone’s on-chain activities have become much more active, transactions are settled in seconds, and the gas fees are less than a cent. So now, almost all mainstream exchanges have issued their own U cards.

For web3 to become a reality, it must not directly force users to change their lifestyle habits, but rather match web2 users first, and then subtly change everyone.
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As soon as the bull market arrives, even the project's TGE is fighting. Previously, there wasn't a single TGE for a week, and now there are 2 in a day.
As soon as the bull market arrives, even the project's TGE is fighting. Previously, there wasn't a single TGE for a week, and now there are 2 in a day.
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Ecological progress of #Bitlayer : This project has made considerable progress, having undergone several rounds of internal testing and processed over 50,000 transactions. The test version is now live, and many developers are trying it out. We have also partnered with several large institutions, securing significant funding and resource support. There are already several 'bridges' on the platform to facilitate asset transfers between different blockchains. Next, we are waiting for the official version to go live and connect with more blockchains. ​@BitlayerLabs
Ecological progress of #Bitlayer : This project has made considerable progress, having undergone several rounds of internal testing and processed over 50,000 transactions.

The test version is now live, and many developers are trying it out. We have also partnered with several large institutions, securing significant funding and resource support. There are already several 'bridges' on the platform to facilitate asset transfers between different blockchains. Next, we are waiting for the official version to go live and connect with more blockchains. ​@BitlayerLabs
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Today's TGE BTR token economic model: A total of 1 billion BTR tokens. 40% for community and ecosystem rewards, gradually released over 3 years to encourage participation; 20% for the team and advisors, gradually distributed over 4 years to ensure they work diligently in the long term; 20% for early investors, distributed slowly over 1.5 years after 1 year; 10% for ecosystem cooperation and subsidies, released within 2 years; Another 10% as a reserve fund to ensure asset liquidity and emergencies. ​ #Bitlayer #Bitlayar #Bitlayer空投 @BitlayerLabs
Today's TGE BTR token economic model:
A total of 1 billion BTR tokens.
40% for community and ecosystem rewards, gradually released over 3 years to encourage participation;
20% for the team and advisors, gradually distributed over 4 years to ensure they work diligently in the long term;
20% for early investors, distributed slowly over 1.5 years after 1 year;
10% for ecosystem cooperation and subsidies, released within 2 years;
Another 10% as a reserve fund to ensure asset liquidity and emergencies. ​
#Bitlayer #Bitlayar #Bitlayer空投 @BitlayerLabs
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What is BTR for today's TGE? It is the token of #Bitlayer : Simply put, BTR is a token that 'assists' Bitcoin. Bitcoin is well-known; it is secure, but its functionality is relatively simple and not suitable for complex applications. Bitlayer is like having a 'secondary runway' next to Bitcoin, and BTR is the 'currency' on this secondary runway. It allows Bitcoin to become more flexible, supporting new things like decentralized finance and various mini-programs, without affecting the security of Bitcoin itself. ​@BitlayerLabs
What is BTR for today's TGE?

It is the token of #Bitlayer : Simply put, BTR is a token that 'assists' Bitcoin. Bitcoin is well-known; it is secure, but its functionality is relatively simple and not suitable for complex applications.

Bitlayer is like having a 'secondary runway' next to Bitcoin, and BTR is the 'currency' on this secondary runway. It allows Bitcoin to become more flexible, supporting new things like decentralized finance and various mini-programs, without affecting the security of Bitcoin itself. ​@BitlayerLabs
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The main advantages of #Bitlayer : While many other blockchain projects create their own systems, Bitlayer operates on the foundation of Bitcoin, specifically addressing its shortcomings. It allows Bitcoin to scale better, supports complex small applications, and utilizes the security of Bitcoin itself, eliminating the need to re-establish trust and reducing security risks. Compared to some solutions that only expand Bitcoin's capacity, it also supports more complex functionalities, providing developers with greater flexibility. @BitlayerLabs
The main advantages of #Bitlayer : While many other blockchain projects create their own systems, Bitlayer operates on the foundation of Bitcoin, specifically addressing its shortcomings. It allows Bitcoin to scale better, supports complex small applications, and utilizes the security of Bitcoin itself, eliminating the need to re-establish trust and reducing security risks.

Compared to some solutions that only expand Bitcoin's capacity, it also supports more complex functionalities, providing developers with greater flexibility. @BitlayerLabs
B
ETHUSDC
Closed
PNL
+268.87%
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The cattle have arrived, friends with positions remember: doing nothing is enough. Don't think about trading, don't be afraid of missing out on the rise.
The cattle have arrived, friends with positions remember: doing nothing is enough. Don't think about trading, don't be afraid of missing out on the rise.
B
ETHUSDC
Closed
PNL
+268.87%
See original
#机构疯抢以太坊 Wow, crazy! ETH Microstrategy BMNR, submitted a fundraising prospectus, plans to raise up to 20 billion USD in stocks through the ATM model to distribute to the secondary market. The funds raised are intended to be used entirely to purchase ETH, which means another wave of new entries, infinite bullets now. Once this institution increases its position, it is estimated that it will not look back to accommodate everyone. What is your position?
#机构疯抢以太坊

Wow, crazy! ETH Microstrategy BMNR, submitted a fundraising prospectus, plans to raise up to 20 billion USD in stocks through the ATM model to distribute to the secondary market.

The funds raised are intended to be used entirely to purchase ETH, which means another wave of new entries, infinite bullets now. Once this institution increases its position, it is estimated that it will not look back to accommodate everyone.

What is your position?
B
ETHUSDC
Closed
PNL
+268.87%
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CPI data is out, $ETH has made another move, let's take off
CPI data is out, $ETH has made another move, let's take off
B
ETHUSDC
Closed
PNL
+268.87%
See original
The BTR token (#Bitlayer ) has three main uses: 1. You can save it as a "deposit" to support network security. 2. You can participate in voting decisions. For example, BTR holders can express their opinions on major issues such as platform upgrades and how funds should be spent. 3. All transaction fees for trading on the platform and transferring assets across platforms must be paid in BTR. @BitlayerLabs Furthermore, token holders can participate in the distribution of transaction fees, which is a very comprehensive benefit of the platform token.
The BTR token (#Bitlayer ) has three main uses:
1. You can save it as a "deposit" to support network security.
2. You can participate in voting decisions. For example, BTR holders can express their opinions on major issues such as platform upgrades and how funds should be spent.
3. All transaction fees for trading on the platform and transferring assets across platforms must be paid in BTR.
@BitlayerLabs

Furthermore, token holders can participate in the distribution of transaction fees, which is a very comprehensive benefit of the platform token.
B
ETHUSDC
Closed
PNL
+268.87%
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