愉悦 Yuyue

It's been two days since I woke up thinking about not checking BN Alpha.

This time I dreamed that I was having hot pot with Gink and Shizuka, when suddenly a beautiful woman in black next to us started talking, saying she was Umheng's mother and didn't support him trading cryptocurrencies. I said, what industry can make eight figures in a year? As the child grows up, he should be given the freedom to choose. But the woman claiming to be Umheng's mother angrily whispered that Umheng has a family business to inherit and cannot trade cryptocurrencies every day.

Then I woke up hungry, but I think it was because I hadn't checked BN Alpha and also didn't get to eat the pig trotter rice with a 247 point threshold, which made me wake up hungry. I think for someone as lazy as me, it will be hard to eat pig trotter rice in the future, especially since the score threshold keeps rising; it might be that even scoring 17 or 18 points a day won't guarantee a meal.

This dream and reality are a bit abstract, family.

It's been two days since I woke up thinking about not brushing BN Alpha

This time I dreamed that I was having hot pot with Gink and Shizuka, and suddenly a beautiful woman in black approached us and said she was Umeng's mother, and she doesn't support Umeng speculating on cryptocurrencies. I said, what industry can earn eight figures a year out there? As the child grows up, he should be given the freedom to choose. But the woman claiming to be Umeng's mother angrily whispered that Umeng has a family business to inherit and can't just speculate on cryptocurrencies every day.

Then I woke up hungry, but I think it was because I didn't brush BN Alpha and missed out on the 247 threshold pig trotter rice that I woke up hungry. I think someone as lazy as me will probably find it hard to eat pig trotter rice again in the future.

It's too abstract, family.

I just saw a joke

"On February 24, 2022, Russia invaded Ukraine, ETH 2480
Today ETH 2480
Don't worry, in the long run, war has no impact on coin prices"

The reason I always think that things will return after a war is because February 24, 2022, was when I first deposited funds. At that time, I shorted at the bottom, and then within a few days it rose from 22 to 28. It was the first time I experienced losses from shorting Ethereum.

In the context of Civilization 6, this war in the Middle East is akin to spies discovering that the opponent is about to climb the technology tree to reach core strategic technologies, leading to a formal declaration of war.

First, they weaken the opponent to prevent them from focusing on climbing the technology tree, maintaining a significant advantage in military, weaponry, and technology.

If this is indeed the objective, it may be very difficult to stop in the short term... what a blunder!

I really have to say that everyone at @Sidekick_Labs is just too dedicated...

I've never seen a team in the crypto space that is available 24/7 and voluntarily puts in extra hours to outdo others. The vast majority of project teams give me the impression of being a bit sluggish, with a slow response time, but Sidekick's approach really gives me a wolf-like feeling; it must be that they are truly passionate about this work to be able to be this dedicated.

There are two things: one is that yesterday @Roysidekick urgently tagged an affiliate for a streamer’s family, and the response, feedback, decision-making, and execution were all top-notch in efficiency;

The other is because tonight the hot topics are all related to aura cope archaeological projects, I saw during the livestream that this $APPLE suddenly took off, so I thought to ask the operations team. Then I remembered that it's a bit late in China, so I asked the team to help check the clips tomorrow, but to my surprise, they said they would work overtime and cut the clips out right now...

How do you lead the team to be this impressive? @HeyfishYC

Today's decline should be attributed to the situation in the Middle East, but I remember that every time the market drops due to the Middle East, it eventually rebounds, so I remain cautiously optimistic.

In the U.S. stock market, I continue to be optimistic about Tesla's recent conference. When I said I bought Tesla stock, I wasn't being abstract. I emphasized the importance of this Robotaxi conference with @shirleyusy, who was checking out the car at Pear Village. Today, I saw Kathy Wood is also buying Tesla; I wonder if being on the same ride as her will work out.

As for cryptocurrency, buying BTC on dips is always the safest bet. The bullets in hand can first be used for risk aversion, and storing them in OKX's shark fin is also an option. I just saw that USDT's shark fin has sold out again 😂 Right now, the most vigorous demand is probably for stablecoin financial products.

Plasma has given the opportunity to top up tickets, as this was a last-minute notice one hour in advance, so ample time was given to board. The model is saving money to exchange for limits, and at this stage, saving money comes with Aave's lending interest.

I’ll tell you in the simplest terms why to save: just treat this like a savings version of WLFI CRCL.

If you dare to bet on how much WLFI, dare to buy how much CRCL, then you should also dare to save how much Plasma @PlasmaFDN

Play is play, and fun is fun; don't joke about Musk.

Survival confirmed, I am a Tesla shareholder and have bought some Tesla stocks, I love Tesla, I love Musk, I support Twitter!

My dream is to play games, read novels, and watch anime every day

And now I can play games, read novels, and watch anime every day

A deadbeat like me with no great ambitions is probably a waste (sad)

Today, don't forget to complete the KYC for @SaharaLabsAI on @buidlpad. The deadline is June 11 at 22:59 UTC+8 (14:59 UTC). DDL warriors, don't miss the deadline anymore, there are only a few hours left; this is also a reminder for myself! Today, I quickly went through the process, and after a bite to eat, I will continue.

There are a few points to note for this new investment:
- Mode: Two types of quotas, the first is the whitelist achieved through social connections, with no limit; the second, which everyone is more concerned about, is the oversubscription model.
- Quota Limit? I want to emphasize the second type, with individual amounts ranging from 50u to 3000u. This means that for those wanting to participate, one email = one KYC number = one chance for 3000u oversubscription.
- How much will be allocated? The more oversubscription funds there are, the less quota will be allocated. It’s hard to say right now, but it’s likely that not too much will be allocated; I see everyone is pushing hard, so it looks like I can only take it easy 😂.
- What are the terms for this round? FDV 600M, TGE fully unlocked.

So now it’s like we’ve spent manpower to buy the chips before Sahara's opening, betting on a good start + high opening. I casually participated a bit and today I joined forces with my buddy @0xYuxi to add more.

Note: Review in progress means this step is okay.

This round of stablecoin narrative should be the absolute main line. Any project related to the stablecoin narrative will perform very well, and the project will also try to be related to the stablecoin.

The Korean project $KAIA has been very strong these days. After searching for the reason for a long time, I found that the chairman Sam Seo shared the narrative that Kaia will promote the Korean won stablecoin two days ago. "Not only will the native USDT be issued on KAIA, but @KaiaChain will also promote the issuance of KRW stablecoins." I think several key elements are needed to achieve this:

1. Strong political and business relations, support from local Korean chaebols

2. Permission from local Korean compliance

3. International cross-border use demand for Korean won foreign exchange

This matter actually has a shadow. As the official currency of South Korea, KRW has a certain stability in East Asia, but its trading volume in the global foreign exchange market is relatively small, and it is greatly affected by global economic fluctuations (such as the strength of the US dollar and geopolitical risks in the Middle East), and the exchange rate fluctuates frequently

And the second one always feels tailor-made for Kakao (that is, Kaia's parent company). . . Just this month, South Korea’s new president Lee Jae-myung took office. When I was researching just now, I saw a rumor that in the future, South Korean law will allow companies with capital exceeding 500 million won to issue stablecoins pegged to the won. I didn’t find the source of this information, but I did find that Lee Jae-myung’s campaign promise included promoting stablecoins based on the won.

This time the SOL ETF has been waited for so long, clearly there were movements at the beginning of the year, it feels like it was intentionally arranged to absorb the selling pressure from pumpfun, wanting pumpfun to exit?

Once both SOL and ETH have ETFs, and even have staking expectations or can stake very soon, then the question of who will be the second place might become elusive again.

Moreover, there is one more point worth noting, the ETH STAKING mechanism that has not been allocated, this time the SOL ETF is expected to be fully loaded at once, which will benefit the staking ecosystem on @Solana_zh, and the leader should be $JTO.

This also counts as good news for other SOL ecosystem projects, it seems that there is still room for performance in the索系 before pumpfun officially releases.

When you don't understand why this Labubu is so expensive

Think about the peak period of BAYC

If we calculate based on the Ethereum price of 3600 during the NFT fomo period, this more than 1.24 million mint Labubu actually costs less than 50E

I don't understand, so I can't play with the NFTs from back then, I couldn't afford them back then either 😂

To put it simply, I am the kind of person who is often absent from class, and my straightforwardness can be off-putting.

How should I put it? My way of handling relationships is like trading cryptocurrencies; there are bottom-line red flags, and once crossed, there's no room for negotiation.

If something bothers me, I will point it out immediately. I won't block someone the first time, but after the second or third time, no matter how good our previous relationship was, I will bravely say I dislike you and block the person, cutting off all contact.

Trading cryptocurrencies is similar; if something makes me uncomfortable, I won’t just endure it. After the first instance of FUD (fear, uncertainty, doubt), I will wait for a while. If it happens a second or third time, I decisively cut my losses or take profits and refrain from re-entering.

Trading indeed reflects a person's character, worldview, and life perspective. Many people may be good, and many cryptocurrencies may be good, but when the fate has run its course, it’s time to sell by blocking them. The next one will surely be better.

This time the e-family & DeFi community actually didn't rise before the SEC DeFi bill, was it that the insider trading didn't react in time?

The SEC DeFi event is something everyone should know about, and the positive response is too delayed, unexpected.

Today I summarized a few communication principles I customized in the cryptocurrency circle.

First, the Principle of Sincerity
Don’t steal, don’t flaunt wealth, don’t cry poor, sincerely share the pain of selling at a loss, the depression of losing money, and the joy of making money. The most annoying are those who steal, those who show off their gains after the fact, and pretentious people.

Second, the Principle of Efficiency
Generally, when communicating positions with close friends, I directly report the percentage of chips or the size of the position, making it easy to understand how optimistic one is about a target or project. If there’s something to say, just say it directly; I don’t reply to “Are you there?” If something can be said in one go, say it in one go. There’s no need for unnecessary pleasantries; those who can make money together can definitely become good brothers.

Third, the Principle of Safety
Be cautious in daily interactions, especially regarding links and files. Do not accept files sent by anyone, nor send any files to others. Turn off all automatic file download features in WeChat and Telegram to avoid being poisoned.

This wave of BTC is too fierce. Although the quarrel between Musk and Trump was the trigger for the decline, with Musk's weakness and Bitcoin reaching a new high, everything feels good again. It has to be said that the copycats are really acting according to the mood of Bitcoin, Trump, and Musk. Now the project parties are also making efforts for the last wave of sprint, waiting for a good opportunity to TGE

A foreign BTCFi project Mezo @MezoNetwork is one of them. I think many friends have saved money in the previous waves of BTCFi. According to Rootdata data, top institutions such as Pantera, Multicoin, and Ledger participated, and they can still be used before TGE

They launched a stablecoin mUSD, with the goal of enabling BTC holders to maximize the efficiency of fund use. The specific mechanism is:
- Stablecoin mUSD can be minted with BTC collateral, providing a fixed interest rate loan of only 1% at present
- 100% over-collateralization, and liquidation is automatically triggered when the collateral rate is lower than the safety line. Arbitrage mechanisms, stability pools, etc. are all available, and white papers, audits, and core logic are available on the chain.

For details, please see
https://t.co/6mVhBLMSTn

△ How retail investors participate:
- Stake BTC to mine mats points. Deposit into the vault launched by Mezo and @upshift_fi to start mining mats points, which can be exchanged for $Mezo in the future
– Vault activities are the last round of early bird participation opportunities before TGE. Because mats points are calculated based on time weighting, the earlier you participate, the higher the returns

These points are not only the mapping vouchers of $MEZO in the future, but also the points linkage of cooperative ecological projects such as Velar, Zerolend, Upshift, and Threshold. Portal: https://t.co/9xXHOeOGyh

Those who are interested can rush for the last wave, my money is not enough again

The new platforms on SOL are now taking turns to pump, draining each other, and grabbing attention.

Yesterday it was the products on several Launchcoins, Golden Dog $PCULE $KLED, today it's the IP and cultural Golden Dog $CRYBB $USELESS on Bonk, as well as the speedrun conspiracy plate $VERSE for Pump.

Will the contention among Believe, Bonk, and Pump be ended by Pump issuing tokens? This is something I haven't quite figured out.

- Objectively, Pump will drain liquidity and affect the expectations of some new platforms competing (generally speaking, issuing tokens is the endpoint);
- Subjectively, it feels like there aren't that many retail investors in the market ready to take over Pump, and a higher valuation for Pump means that the valuation ceiling for other new platforms also rises.

The funds and buying sources for these new platforms seem not to be entirely the same group as those who would buy Pump? Just like how plasma storage after absorption has no impact on the overall market.

BSC should now be a mindless copy trading mode, with the overall narrative revolving around USD1 (WLFI), four memes, and AI. Currently, there are a few targets that are quite good, with major players and controlled markets.

- The 0xdream launching tonight has all the big players in BSC. The narrative is about a web2 AI company issuing tokens. According to what Big Lion said, there are 47M web2 users and an annual profit of 16M. The current market value is 8M, with a bottom at 4M. If the price stabilizes in the next couple of days, it seems promising.
- Bulla, with a DWF background, is related to the Russian internet celebrity IP of Memeland. It was just mentioned that they issued an airdrop, and it has currently retraced to 120M. I plan to buy in when it drops to around 90M, where it was before.
- Moolah, the mascot of Lista DAO, hmm, was on the rise, and after a small peak, FOMO drove it to 9M. It has currently retraced to 6M, and it looks like the line has flattened out, causing a slight loss.
- EGL1 and Janitor are two conspicuous manipulation schemes. It looks like they want to compete for the top WLFI reward. EGL1 is almost at 80M, so I can only choose to give up. Janitor needs to be observed a bit longer.

I currently don't have money to invest in other targets, will wait for opportunities and see.

Live Broadcast Schedule, every Wednesday night at 21:00～30 Beijing time, starting from this week

I have thought of several topics that everyone might be interested in, and I will still prepare as thoroughly as last month. These may include but are not limited to:

- Recent review and analysis of SOL memes
- Current information summary of Pump token issuance, its impacts, and corresponding strategies
- Analysis of ideas for BSC chain projects
- Binance alpha new token strategies and reviews
- ……

This Wednesday, family, your post-dinner time slot is reserved by me, see you at @Sidekick_Labs!