Yuyue
Search documents
X @Yuyue
Yuyue· 2025-09-27 15:15
最近对 VC 项目的判断基本上可以通过项目方的背景、融资和资源，来判断一个项目的大致情况。而由于 $XPL 和 $AVNT 最近的币价表现特别好，所以大家就开始逐渐关注到了 Peter Thiel 参与的这家基金，Founders fund @foundersfund或许这就是 “Founders szn" 😂 或者说 Peter Thiel szn 吧而在他们参投的项目中，融资额特别高的项目大卡车 @SentientAGI 其实是我觉得可以重点关注一下的——Pantera Capital、Framework Ventures、Founders fund 三家领投，其他参投也都不差，可想而知如果他发币的话那能引起的情绪不容小觑 ...
X @Yuyue
Yuyue· 2025-09-27 12:10
Kaito 的模式是无筛选版本的 Launchpad，如果你眼光好或者有足够认知，对项目的理解比较深，那么就有机会淘到金看见不少 smart money 意识到了 Kaito 的含金量，有个群友买了 1ku yt 拿了 3ku mira。这个空投无疑是恐怖的，InfoFi 完成了筹码分发过程中的完美抽水个人买了点 $KAITO 还打了点 @Novastro_xyz ，一个 RWA 模块化账本层，现在打有早鸟折扣 ，而且两周 TGE 就解锁了。说实话我写这条推也就花了十几分钟，群里说着说着 直接 kaito 1.08 跑 1.3 去了我是没想到的 ...
X @Yuyue
Yuyue· 2025-09-27 10:16
说个事很有意思，我之前有过一些 $AARK ，一个在 arb 上很早以前就归零了的 perpdex，之前我看他只值 28u 了就根本没看，刚才看见有人提，打开钱包的那一刻还是 $28，刷新了一下变成 $8,000Perpdex 赛道最开始起来的确实是 HL，而集中炒作期却是币安主动试图带领这个赛道开始才有所动作，这种归零项目再复苏的例子也证明了市场资金对 Perpdex 的狂热，以至于只要有一点炒作角度都能起飞，嗯，300倍Yuyue (@yuyue_chris):和几个朋友们对着 $ASTER 刻舟求剑了一下几个上币安 + 币安支持的新赛道 like ORDI WIF 等主升浪第三浪大部分在第二波高点 30% 的回调后迎来了 80-100% 的上涨昨天在频道里分享了一下有关 $ASTER 我的思考。这就是商业，在币圈很少有人能阻止无限子弹的 CZ 完成他的第二次成功创业 https://t.co/YozGmPO2Z3 ...
X @Yuyue
Yuyue· 2025-09-27 08:06
Attention Economy & TVL - The core logic revolves around the attention economy, where increased TVL and improved data serve as materials to attract attention [1] - ZEROBASE's Booster event saw a TVL increase of 400 million within a few dozen hours, highlighting the team's ability to capture attention [1] Protocol Economics - Higher TVL leads to lower user returns [1] - Lower user returns result in higher protocol profits [1] - Higher protocol profits lead to higher Fully Diluted Valuation (FDV) [1] - Higher FDV can eventually lead to higher user returns [1] User Incentives - An invitation code can give users an additional 3% of coins [1]
X @Yuyue
Yuyue· 2025-09-26 18:53
Cryptocurrency Listing & Promotion - Mira Network (MIRA) was airdropped and listed on Binance, achieving listings on both Upbit and Binance [1] - Binance is hosting a new cryptocurrency event with 6 million MIRA tokens as rewards [1] - The event includes a new user promotion with 300,000 MIRA tokens, a trading reward of 1.2 million MIRA tokens for all users, and a trading volume competition with 4.5 million MIRA tokens [1] Market Sentiment - New cryptocurrency listings are experiencing high levels of FOMO (Fear Of Missing Out) [1] - The market favors newer, more expensive coins like MIRA after ASTER [1]