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Yuyue· 2025-12-02 09:18
Investment Strategy - The industry should redefine "Cost Control" as "cutting off loss flow" instead of saving trivial amounts like coffee money, especially for investors at a certain asset level [1] - The industry should avoid mediocre investments that are "often profitable and loss-making", which can erode principal due to frequent operations [1] - The industry should focus on either high-certainty 4% wealth management or high-potential equity/trends, avoiding short-term speculation that appears to be an opportunity but is actually a trap [1] - The industry should consider the profit-loss ratio before each transaction, requiring high rationality [1] - The industry should avoid overtrading and systematically think about the causes and consequences of each transaction [1] Risk Management - The industry should avoid short-term bottom-fishing with limited upside potential (e.g., 10% profit) but significant downside risk (e.g., 50% loss), especially in a bear market [1]
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Yuyue· 2025-12-02 08:51
Investment Opportunity - The market anticipates an alpha opportunity with Zama, despite a short-term lock-up period of approximately one week, due to the perceived high quality of participating institutions and individuals [1] - Zama's technology team is considered a leader in the Fully Homomorphic Encryption (FHE) field within the crypto space and potentially Web2 [1] - Zama is conducting a public auction, selling 10% of the $ZAMA supply via a sealed-bid Dutch auction on Ethereum [1] Auction Details - The auction period is scheduled for three days, from January 12th to 15th [1] - Funds can be withdrawn on January 20th [1] Auction Benefits - The auction aims for fair distribution and real price discovery [1] - The auction is designed to prevent bot sniping and gas wars [1]
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Yuyue· 2025-12-02 08:39
之前提到过的 SOL 暗池项目 @humidifi 在 Jupiter DTF 上的细则出来了，代币经济学和释放模型可以直接看图片12 月 3 日也就是明天打新，预计 TGE 时间 12 月 5日。说实话看到一些老外有关代币经济学的 FUD，但实际上 $WET 的模型和普通的应用币差不多，初始流通 25% 的部分里 15% 需要给生态和基金会，但大概率基金会这部分流通是不太可能直接砸的，所以核心看的还是 10% 的这部分 ICO 筹码 + 生态激励个人感觉在打新环节 MC 5M-15M 的区间 downside 是比较低的，我会自己打一些HumidiFi (@humidifi):https://t.co/mfMM1ZYPtl ...
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Yuyue· 2025-12-01 17:13
RT Fight.ID (@JoinFightID)We're bringing degen unchained to #BinanceBlockchainWeek with FightMania Dubai!This Thursday, Dec 4 at Cuban Boxing Club Dubai – @SongYadongLFG will be in the building as two secret KOLs go head-to-head in a thrilling, wrestling showdown.Big thanks to @HoloworldAI and @BNBCHAIN for making this happen.RSVP: https://t.co/mOTYHBWM5c ...
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Yuyue· 2025-11-30 15:59
Tax and Legal Risk Management - High net worth individuals face significant costs related to taxation and legal risks [1] - Industry suggests implementing family trusts to isolate assets from risks associated with marital changes or unforeseen liabilities, potentially preventing a 50% asset loss [1] - The sector proposes utilizing offshore structures to optimize tax strategies [1]
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Yuyue· 2025-11-30 15:59
Investment Strategy - The industry should redefine "Cost Control" to focus on eliminating loss-making activities rather than trivial expenses [1] - The industry should avoid mediocre investments that offer limited potential and instead focus on high-certainty, low-yield options (e.g, 4% fixed income) or high-potential, high-risk opportunities (e.g, equity/trends) [1] - The industry should avoid short-term speculative trades that appear to be opportunities but are actually traps [1] - The industry should carefully consider the risk-reward ratio before making any trade, requiring a high degree of rationality [1] Risk Management - Overtrading can erode capital, and the industry should avoid frequent operations [1] - The industry should cut off all mediocre investments to prevent losses [1] - An example is provided of a near-loss situation with $SAHARA, where a short-term bottom-fishing attempt almost resulted in a loss [1] Decision-Making Process - AI can assist in systematically thinking through the causes and consequences of investment decisions [1] - The industry should avoid overtrading, which requires deep understanding and disciplined execution [1]
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Yuyue· 2025-11-29 12:27
AI Market Dynamics - The AI field exhibits a strong Matthew effect, favoring large companies with significant resources [1] - Smaller players face high entry barriers due to the capital required for computing power and talent [1] AI Commercialization Strategies - One entry point is providing AI tutorials, leveraging information asymmetry [1] - Another approach involves offering paid subscriptions for AI-based tools, but this is susceptible to replication and limited scalability [1] - AI tools can be used to optimize trading strategies, improve team efficiency, and assist in decision-making [1] AI Efficiency Impact - AI's impact is multiplicative, benefiting those with existing resources more significantly after a transition period [1] - AI's immediate impact may be limited for those with fewer resources [1]