Yuyue
Search documents
X @Yuyue
Yuyue· 2025-09-29 17:39
Platform Selection & Evaluation - The analysis focuses on selecting the optimal Initial DEX Offering (IDO) platform based on opportunity cost assessment [1] - KYC requirements vary across platforms, with Legion's process being notably cumbersome [1] - Surf Copilot is recommended as a tool for information gathering and decision-making [1] Platform Specific Analysis - **Buidlpad:** Projects are considered top-tier, with high potential returns, especially with multi-account strategies; $FF @FalconStable yielded returns of thousands of USD per account; $MMT @MMTFinance is a blue-chip DeFi on the Sui chain [1] - **Kaito Capital Launchpad:** Project quality is rated as medium-high, with potential for significant gains (e.g., HANA); multi-account participation may not be as beneficial due to priority weighting and Kaito staking requirements; individual accounts can allocate up to 1 million USD [1] - **Binance Booster:** The theoretical annual percentage yield (APY) is 11% in USDT and 10% in tokens; the token portion is based on a fully diluted valuation (FDV) of 80 million USD, presenting a potential arbitrage opportunity; multi-account participation is hindered by Binance's stringent KYC requirements [1] - **Legion:** The platform's rules are complex and participation-focused; large accounts are preferred, but scaling up is difficult and security risks are a concern [1] Risk Assessment - Legion platform carries a higher risk of account theft, potentially leading to loss of principal [1] - Binance's KYC requirements, including facial recognition, make multi-account strategies difficult [1]
X @Yuyue
Yuyue· 2025-09-29 08:38
RWA & DeFi - OpenEden is considered a leader in the Real World Asset (RWA) sector [1] - OpenEden provides the underlying yield for stablecoin protocols, similar to Binance's stablecoin and Solayer's stablecoin, offering a 4% US Treasury yield [1] Investment & Infrastructure - OpenEden has already purchased $200 million (200M) in US Treasury bonds [1] - OpenEden is viewed as a foundational infrastructure, potentially analogous to Chainlink (Link) in its importance [1] Market Perception - The market may not fully appreciate OpenEden's significance due to its underlying infrastructure role [1] - The listing of OpenEden on spot exchanges is expected to increase its visibility and recognition within the industry [1]
X @Yuyue
Yuyue· 2025-09-28 09:04
Investment & Funding - Sentient 获得了 85 million 美元的融资，由 Peter Thiel 的 Founders Fund 领投 [1] - 市场对 Peter Thiel 参与的 Founders Fund 关注度增加，可能预示着 "Founders szn" 或 "Peter Thiel szn" 的到来 [1] Key Individuals & Supporters - Polygon 创始人 Sandeep Nailwal、普林斯顿大学教授 Pramod Viswanath 以及印度科学研究所教授 Himanshu Tyagi 都在支持 Sentient AGI [1] Market Sentiment & Valuation - Sentient 当时的估值较高，在当前市场环境下，其发展前景值得关注 [1] - VC 项目的判断可以通过项目方的背景、融资和资源来进行 [1]
X @Yuyue
Yuyue· 2025-09-27 19:41
Market Trends - In October 2023, there were notable trends involving friend tech and the second wave of inscriptions [1] - The pumpfun platform emerged and standardized the measurement of SOL meme coins, following attempts to optimize bonding curves inspired by friend tech [1]