家人们，现在场上最安全的是不是塞了一堆理财的忠实的 U 卫兵？ ...

Airdrop Overview - GoKiteAI 空投查询已开放，申领将于 11 月 3 日中午 12:00 (UTC) 开放 [1] - 重点关注 NFT 持有者，持有 3 枚 NFT 以下的，每个 NFT 获得接近 0.6E 的空投 [1] - 0.6E 的空投价值接近快照前 NFT 最高价格 [1] - 整体空投数量不算太多，主要的 $KITE 抛压可能来自 Launchpool 和 alpha 空投 [1]

远离不良诱惑 🙏 ...

学习起来了免得被模子哥盯上没认出来不太想成为别人视频里的大结果 https://t.co/MNkocM7Aba ...

Investment Philosophy - Intuition plays a crucial role in decision-making, especially when dealing with uncertainty [1] - Developing intuition based on personal aesthetics is important, particularly in areas like meme projects where rational analysis may be limited [1] - Intuition is described as the culmination of accumulated experience, emotions, and wisdom in the subconscious, originating from the brain's "fast thinking system" [1] Market Analysis - The crypto market, especially meme projects, often has short lifecycles, making rational analysis less meaningful [1] - The world is characterized by numerous uncertainties, impacting investment decisions [1] Cognitive Biases - Individuals may encounter seemingly logical but potentially flawed reasoning that conflicts with their values [1] - Initial discomfort with certain ideas may stem from a lack of experience to identify their flaws, highlighting the importance of both logical reasoning and intuitive judgment [1]

有点似曾相识的剧本出现了？今天 Polymarket 一级估值 120 亿（12B）的小道消息已经传开了Perpdex 身上发生的事，或许要在预测市场上重现一遍：一个新赌场级别的大机会中，龙一龙二都足以成为富了一群人的好项目目前的竞争格局来看：Polymarket @Polymarket 如果是 Hype，Opinion @opinionlabsxyz 至少也是拿了 Aster 的剧本？新赛道 + BSC + 黄黑系的防守型策略……？ ...

打新平台与项目分析 - Buidlpad 上的 @MMTFinance 项目问题本质是参与者过多导致资源分配不足[1] - Buidlpad 推出创业板 Vibe，可能存在一定的 alpha 机会[1] - 中文区域买盘和资金量过大，对打新阶段的资源分配造成压力[1] 市场趋势与周期 - 公平发射到 VC 币再到公平发射的周期切换速度加快，以往三个月以上的周期现在缩短到一个甚至几周[1] - 以 Bsc meme 为代表的新一轮，一个月内市值从 4 美元增长到 500 million 美元，达到天花板位置[1]

昨天看到这个 @GoKiteAI 上 Launchpool 的公告，还是挺惊喜的。没有第一时间出来说主要是因为昨天有点感冒，这会儿睡多了就精神了。当然，消息出来之后多单肯定是短期收到了打击的，好在大部分仓位在 16-18 跑了一波（频道里有说）长期来说，占了一个 Launchpool 身位肯定是好事，币安很久没有放出的 Pool 确实是表达了一种认可，可以想象的是之后 Kite 或许也会和 币安 进行一些更深度的合作如 USDT / USDC / 稳定币冲提等支持，短期来说客观上增加了抛压，跌了一波在我的预期之内。后续无非就是更多交易所的利好大饼挺颓势的，KITE 能在这个时间点发出来算是一种保守策略，我们无法预测到底几个月后是否还会有圣诞行情，但至少这个小周期里能挑在这个时间发币来到稳定 1B+ 的市值已经是很不错的表现，空投方面从用户角度来说当然希望多多益善，从项目方角度来说客观造成控筹难度。不挣扎了向下当然也是一种选择，目前市场情绪不太能支撑大市值合力向上，这是一件我们用户自己要想清楚的事，同时也是项目方 @ChiZhangData 需要自己想清楚的事顺带一提他们和 @brevis_zk 的合作，两个项 ...

细节上来说感觉还是建议用 limit 模式买，market 模式手一抖就亏钱了。。。价差巨大 ...

Market Trends & Investment Opportunities - The shift from "fair launch" to VC coin investment strategies is accelerating, with cycle times decreasing from over three months to as little as one month or even weeks [1] - Meme coin alpha opportunities are becoming harder to capture, prompting a shift towards pre-TGE opportunities in narratives that are not yet exhausted or disproven [1] - Pre-TGE participation remains a primary battleground, but requires careful project selection and reduced position sizes due to risks like project failures [1] Sector Analysis - Prediction markets, exemplified by Opinion Labs, offer early-stage participation opportunities, but require careful management of transaction costs and differentiation between speculation and investment [1] - Perpdex platforms like $HYPE are showing strength, but valuations should be approached cautiously, potentially benchmarked against HL [1] - Public chain ecosystems are facing pressure from BNBChain, limiting their potential upside until Binance selects projects for support [1] Specific Projects & Ecosystems - Solana's ICM event with Flywheel underperformed expectations, leading to ecosystem decline; Bybit integration offers a potential solution [1] - MMTFinance on SuiNetwork, launching on major exchanges after a security breach, faces uncertainty in driving ecosystem growth [1] - Plume Network's Nest V2, integrating WisdomTree's institutional RWAfi, presents a new avenue for wealth management with 200,000 RWA holders [1] - SeiNetwork's listing on Robinhood and potential Binance Alpha listings may create further ecosystem opportunities [1]