心力是很重要的，而且可能也算一种不可再生的资源。人不能把心力过度消耗在一些无意义的事上，在真正重要的事上和真正的挫折上就失去了心力遇到挫折，中登老登可能已经没有心力了，压力到世界崩塌；年轻人重新开始的沉没成本更低，心力旺盛，还能想着 “有手有脚的，送一年外卖不就把钱还清了”去年爆仓过一次，我就想着如果赚不回来了，就继续上学打工也能过得过去。时间才是真正的货币 ...

DeFi Security Concerns - Balancer experienced an exploit, potentially impacting other protocols [1] - CBB highlights concerns about xUSD being used as collateral on Euler and Morpho [1] - The report suggests caution regarding DeFi composability ("套娃") due to cascading risks [1] Stablecoin Safety - The community questions the safety of stablecoins ("U 卫兵") backed by yield-bearing assets [1]

Listing & Airdrop - UPBIT lists @GoKiteAI, marking a key trading event [1] - Holding 10+ NFTs grants Validator status, yielding 725k $KITE over four years [1] - Holding 4-9 NFTs grants Delegator status, yielding 135k $KITE over four years [1] Token Distribution & Potential Sell Pressure - Launchpool allocation is 1.5%, Binance Alpha allocation is 0.5% [1] - NFT airdrop is 0.3%, SBT airdrop is 0.06% [1] - Airdrop to 220k+ early users may create selling pressure, despite being from testnet activities [1][2] Community Engagement - Kite Foundation urges users to check wallets for airdrop rewards [1] - Kite distributes airdrops to over 220k participants to reward community contributions [2]

Sei @SeiNetwork 上了 Robinhood，老粉丝应该都知道我参与过 Sei 比较多，他们的链上生态一直没怎么做出 degen 化的好项目。但目前看来这也是一种策略选择，极致的合规，或者极致的生态具体他们做了哪些合规的举措，比如 BlackRock、Apollo、Circle 都已经和 Sei 合作过了，去年灰度的候选资产列表里也有 Sei，总体来说生态没怎么 focus，合规拉满了也是种路子Sei 联创 Jay 算是 Robinhood 的早期工程师之一，所以 Sei 本身就是一条定位自己是链上金融的链，基本还是一脉相承的。大盘太差了，多看看他链上有没有能撸的吧Sei (@SeiNetwork):$SEI is now available to trade on @RobinhoodApp. https://t.co/ZKWj4D9CVJ ...

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]

Market Trends & Opportunities - Rumors suggest Polymarket's valuation has reached $12 billion [1] - The prediction market presents a significant opportunity, potentially enriching many participants [1] - Polymarket is considered a leading player in the prediction market [1] Competitive Landscape - Opinion Labs might be following a similar strategy to Aster, indicating a competitive dynamic [1] - A defensive strategy involving a new sector, BSC, and a black-and-yellow theme is being employed [1]