小荷爱分享

The biggest winner this round is undoubtedly http://pump.fun.

As of now, Pump's protocol revenue has exceeded 700 million USD.

Over 10.51 million tokens have been issued on the platform, with an average daily trading volume of over 120 million in the past two months.

Basically, http://pump.fun transfers its fee income to CEX for sale every one to two weeks.

This year, 3.868 million $SOL have been sold, with an average outbound price of $183, realizing over 700 million USD.

So running a casino is the most profitable model; as long as there are people coming in to gamble, the casino has a continuous source of income.

Additionally, protocols with liquidity + sentiment + narrative are easier to emerge than those with technology and innovation.

Perhaps what we should truly focus on is not who wants to grow bigger and stronger, but rather:

Who can, like http://pump.fun, productize, scale, and tax the most primitive trading impulse.

After going around in circles, the way Web3 assets are distributed has returned to the starting point.

From the early ICOs and IEOs to the later IDOs, and now with Binance Wallet's TGE driving waves of projects into the public eye.

CoinMarketCap announced the launch of CMC Launch on the 15th, while also announcing the first project Aster $AST.

http://Gate.io launched the first Launchpad Puffverse $PFVS.

The asset distribution model has shifted from platform-led IEO → decentralized distribution IDO → back to a platform-led model with institutional endorsement.

Even with a decentralized narrative, it ultimately cannot escape the dependence on the distribution capabilities of centralized platforms.

This change has both advantages and disadvantages:

1⃣ Resource centralization: Projects backed by major platforms are more likely to break out, while the survival space for long-tail projects is further compressed;

2⃣ The community is no longer the issuer leader, and traffic platforms are gradually becoming the 'Web3 version of the App Store';

3⃣ High barriers to entry, high exposure, and rapid growth of new paths lead to a stronger FOMO effect for TGE and early participants, easily resulting in a rapid wealth creation effect.

The conclusion is quite realistic:

TGE is turning into a 'traffic competition', where whoever has the channels, users, and traffic pools holds the discourse power of asset distribution.

PS: Any change is an inevitable path in the development of things, what we need to do is figure out how we can continuously accumulate our wealth in this process; this is the core of the issue.

Remember to claim your $SNS airdrop if you registered a Solana domain!

Claimed over 14,000, currently worth 45U, a windfall of pork rice!

Previously registered on Bonfida, now upgraded to sns.sol.

A total of 2 billion $SNS is airdropped, with a claim deadline of August 11.

Claim link: https://airdrop.sns.id

I don't know if anyone has noticed:

The higher the expectations for a project, the more likely it is to disappoint.

Those that are unremarkable, not hyped, and lack buzz, tend to move steadily and quietly.

The most ironic aspect of the crypto world is:

The more glory there is, the easier it is to be disappointed; those who work quietly are often more trustworthy.

For projects that are very popular, don't hold too many expectations; alpha is often hidden in the corners!

I mentioned on the 8th that @SKYAIpro is the leading MCP project on the BNB Chain, and the token $SKYAI has a very high ceiling.

At that time, the market cap was only 42 million dollars, but now it has surpassed the previous high, rising to 64 million, achieving a stable +50% in just a few days.

The trading volume has also been continuously climbing these days; in the past 24 hours alone, the total trading volume of SKYAI exceeded 440 million dollars, with on-chain transactions reaching as high as 370 million dollars, firmly topping the Binance Alpha token list.

Another very important piece of news is that yesterday the @BNBCHAIN official foundation purchased a total of 100,000 dollars of $SKYAI in four transactions, becoming the largest holding in the foundation's wallet.

#SKYAI is truly: backed by funds, data, a narrative, and official support.

SKYAI is not just an Alpha project; it is likely to be the ignition point for this cycle in BSC.

The upside potential is worth looking forward to!

The market has surged sharply in the past few days, and surprisingly, some people want to take out loans to speculate on cryptocurrencies, which I truly cannot understand.

All investment assets have their ups and downs; relying on the crypto market to only rise and not fall essentially reflects a misunderstanding of investment and a lack of self-awareness.

Although #BTC has once again crossed the $100,000 mark, many people wonder why they shouldn’t invest money now that the market is rising. Look at how various institutions are increasing their BTC holdings, and even former U.S. President Trump purchased $3.5 million of #ETH.

Large institutions can buy $BTC even when it is over $90,000 because they have ample cash flow and strong competitive advantages.

For ordinary people, can everyone just directly buy BTC and make money? The reality is no.

Investing in BTC at $50,000 versus $90,000 involves completely different investment logic, but the fact is that the fundamentals of BTC have not changed at all.

For us ordinary people with limited funds, holding BTC at $50,000 and $100,000 involves two entirely different mindsets. Once BTC pulls back by $10,000 to $20,000, it may cause sleepless nights.

When buying BTC now, this should be considered: there is no such thing as a market that only rises and never falls. Those who say it's never too late to buy BTC, unless they have a strong financial background and a continuous ability to make money off-market, can only hold without fear of market fluctuations.

Although I still have confidence in BTC and I myself am fully invested in BTC, the difficulty of navigating the tail end of the market is not something novices can manage; in fact, those who choose to enter the market now are mainly novices.

Many people in the cryptocurrency space have a habit: unless they are stuck with no money left, they always feel uncomfortable if they don’t buy something every day.

It’s important to understand that money in your account is still money, but when it is converted into a specific cryptocurrency, you have to bear the risk of decline.

Our counter-trend strategy could be: buy heavily during large drops, buy slightly during small drops, don’t buy during stable periods, or reduce positions during large rises. This way, the probability of making small profits will be high, but making big profits still requires some skill, like being able to go all in on BTC during the 3/12 event.

How has your asset performance been during this round of increases? Feel free to share in the comments.

Yesterday I found that I can brush Binance Alpha points with 0 wear!

Here are the steps:

1. Open the Binance web3 wallet and select $SKYAI
2. When exchanging, choose to buy with USDT
3. Select PCS Hub as the route
4. Set the slippage to 0.1

Note that when selling, also choose the same pool

My experience after testing is that it's very smooth and worry-free.
The wear is only one ten-thousandth, which means if I brush 1000u, the wear is only 0.1u.

However, it is also important to note

If the trend is obviously downward or if there are significant short-term fluctuations, then it's better not to brush for now.

Start brushing～

Worth commemorating.

BTC breaking 100k is not surprising.

However, after experiencing various early investor sell-offs, large holder sell-offs, community doubts, collapse of faith, loss of narrative, no hotspots, no innovation, and being dissed to the ground, ETH has finally seen the light again!

Let the reversal be more intense!
🚀🚀🚀

The market is full of uncertainties, always maintain awe.

No one can accurately predict the future, but we can prepare to respond, relying not on guesses, but on a rational decision-making framework.

Do not predict fluctuations, but always be prepared. Have corresponding responses for any situation and execute them firmly.

Not long ago, I decisively reduced my positions, and I will add them back once stability returns, not because I was correct, but because the execution finally fell into place this time.

The market rewards patience and rationality, not blind optimism or panic. Prepare to respond and wait quietly for the bloom.

Have you noticed? Today @cz_binance replied to tweets related to #MCP #SKYAI again!

I dug into his interactions over the past few days, and I found several replies related to $SKYAI👀

This isn't just casually liking a post; it's at a level of multiple interactions!

Considering @BNBCHAIN's recent emphasis and support for the MCP track, I boldly speculate that BN might be aiming to create the first chain for MCP, and #SKYAI can indeed provide assistance in terms of its overall business model.

From this perspective, as the first MCP project launched by http://four.meme, @SKYAIpro is undoubtedly the leader in the #BSC MCP track, so breaking the previous market cap high and continuing to soar is just a matter of time!

After all, to set an example for later projects, the ceiling for $SKYAI must be high enough for this track to have greater potential!

This principle is understood by everyone.

Many people often realize the importance of health only when their body starts to have problems.

Perhaps we should start thinking about what we can exchange for health from now on.

Most people, when they are healthy, do not realize that health is one of the things we possess.

They often think that if others have it, it cannot be considered ownership; only possessing what others do not have counts as success in life.

But without health, power, money, and beauty... are all illusions.

Therefore, in Traditional Chinese Medicine, to treat disease, one must first treat the heart. If the heart cannot be calm and at peace, even if the head is treated, the shoulders will get sick. If the shoulders are treated, the abdomen will get sick... endlessly.

Find the root of the illness, let it go, and then properly regulate your body.

Before the holiday, I reduced my holdings and only kept the #BTC that I have always been optimistic about.

Today, BTC is close to breaking 100,000 USD, and of course, I'm happy to make a profit.

What makes me even happier is that I reduced my holdings before the holiday according to my strategy, so I won't be affected by short-term fluctuations in my life.

Compared to the rise in the market, the key is that I had a very comfortable holiday, without any anxiety about a significant market drop.

I believe this is the right approach.

It's easy to miss out by going fully cash, but being fully invested can also lead to anxiety, especially when the holiday is too long and there are too many uncertainties; it’s better to just hold $BTC.

This way, I can make money and not be so affected, achieving two goals at once.

The upcoming #FederalReserve meeting is being watched closely around the world. Although the probability of interest rate cuts is very low, the market is still looking forward to what Powell will say.

【May Day Little Happiness】

The short holiday didn't involve a trip to the mountains or the sea.

But receiving the BNB Chain merchandise gift box made me very happy and surprised!

Let's continue exploring together in the web3 world and fully commit to Building!

The activity level of Solana is really outrageous, it's undoubtedly the king of traffic!

Tron and Base are both strong contenders, each with their own merits.

Aptos has recently seen a quiet and rapid increase in on-chain activity, feeling like something interesting is about to happen, not sure what fun things are in store.

By the way, that Solana phone promised to ship in 2025......

It's almost mid-year now, and there's still no solid news, wondering when it will actually be usable!

Issuing coins (screwing people over) is really addictive.

Trump just made a big profit from the memecoin $TRUMP, and now he’s going to create a utility token, not letting any opportunity for hype or product go to waste.

When politicians get into the coin game, the topic becomes extremely hot, especially when it's the universe's top influencer, President Trump.

Although many people have lost a lot on $TRUMP, once a new coin is actually launched, it will definitely soar faster than anyone else.

The Ethena Season 3 airdrop begins on May 1st at 12:00. Don't forget to claim your rewards!

The deadline for this airdrop is March 2025.

The airdrop is $sENA

Staked $6000 in stablecoins + $4000 + $sENA, received 1300+ $sENA airdrop.

😂 To be honest, although $ENA is all from airdrops, not selling at the peak really hurt the losses.

Claim link: https://claim.ethena.fi

What will the world look like when #AI starts helping you trade cryptocurrencies?

After watching the demo released by #SKYAI the day before yesterday, I was a bit surprised.

This may be the first AI product that truly understands the "want it all" mentality of cryptocurrency users.

Automatically screening quality coins, automatically assessing safety, automatically purchasing—it's simply a blessing for the little traders.

No more staying up late, no more sacrificing your health, $SKYAI solves it all with one click.

A true on-chain intelligent steward, the team really has a big vision, very much looking forward to it!

Do not always think about getting rich overnight; living longer allows you to laugh the longest.

Every year, the Berkshire Hathaway shareholder meeting is the biggest highlight in the global financial sector.

The Buffett era is coming to an end, but the inspiration Buffett has given us is always worth remembering!

Many principles are well-known, but very few truly implement them!

1️⃣ Long-termism is the ultimate strategy.

Buffett said: "Apple is still our largest holding."

The same goes for the crypto space; don't be scared away by short-term fluctuations!

Hold on to those truly ecological and community-driven good projects; time will give you the answer!

2️⃣ Only play within your understanding.

Old Buffett insists on the "circle of competence" principle: don’t invest in what you don’t understand!

The same applies in crypto; don’t FOMO into trends. If you don’t know where the profits are coming from, you are the source of the profits.

Understand the project’s logic before going all in; DYOR is the hard truth.

3️⃣ When others panic, you buy the dip.

"Be fearful when others are greedy, and greedy when others are fearful."

During a sharp decline in crypto, the opportunity might be right beneath your feet!

But remember: when buying the dip, choose targets with fundamental support; don’t catch falling knives.

4️⃣ Cash in hand, opportunities await.

Berkshire has hoarded $348 billion in cash waiting for opportunities!

Crypto enthusiasts should also keep enough USDT; exit at the top in bull markets, and buy the dip in bear markets; liquidity is your ammunition.

6️⃣ Investing in yourself is the best hedge against inflation.

Old Buffett said: "The best investment to resist inflation is in yourself."

The crypto space is ever-changing; always adjust yourself to the best state; cognition, skills, and health are your Alpha.

7⃣ Surround yourself with excellence.

The fastest path to success is to find excellent people and walk alongside them!

Buffett’s "value logic" and the crypto space’s "consensus belief" may seem opposed, but at their core, they are:

Believe in the long term, focus on value, and respect risk.