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Yuyue· 2025-09-14 08:28
Market Sentiment - Bull markets offer numerous opportunities for recovery even after mistakes, fostering a sense of hope [1] - Bear markets create a feeling of despair due to limited opportunities and the perception of irreversible financial setbacks after a single mistake [1] Risk Tolerance - Bull markets provide a high error tolerance [1] - Bear markets significantly reduce error tolerance [1]
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Yuyue· 2025-09-13 23:36
Market Trends - Binance's new coin listings are experiencing significant price surges [1] - Previously, Binance spot listings had little to no effect on price [1] - The current trend suggests Binance spot listings now act as a filter for project quality [1] Project Selection - Projects lacking strength are often relegated to Binance Alpha [1]
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Yuyue· 2025-09-13 21:19
Project Overview - Avantis Finance ($AVNT) is highlighted as a potentially undervalued project within the Perpdex sector, noted for its strong financial backing and limited marketing in the Chinese market [1] - The project's tokenomics reveal significant investment from Pantera Capital, Founders Fund, and Galaxy Digital, key players in the DAT (Decentralized AI Technology) space [1] Market Sentiment & Valuation - The project was considered highly undervalued at a price range of $0.2-0.3, especially given its backing from Pantera Capital and Founders Fund [1] - The project's potential is emphasized by comparing it to other Base ecosystem projects, such as $Noice, which has a market capitalization of $32 million and is considered potentially undervalued [1] Investment & Risk - The project is listed as a "to-brush" (待刷) project, indicating it is being considered for active engagement or investment [1] - The timing of project launches in the Perpdex sector is critical, with concerns that delaying a launch could lead to missed opportunities [1]
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Yuyue· 2025-09-13 12:58
基本面来看 Linea 是个销毁模型，我理解上就是 TVL 越大小会越多。逻辑上 SBET 的 ETH 全都放进 Linea 之后会有原生 ETH 质押奖励，而且没记错的话 Joseph Lubin 有提到过可能会让 SBET 买入 Linea，这个买入量对 Linea 这丁点 MC 来说无疑是很大的预期虽然开盘的时候感觉像逆行者，但今天再度观察了下关于 Linea 的 FUD 少了很多。FUD 的人在几个新币之后也不再关注 Linea，在西方 CT 看到一些中性乐观的声音Yuyue (@yuyue_chris):在 Linea 身上看到了 WLFI 同级别的 FUD，但流通市值 400m & FDV 1.8B 是不是还是有点小瞧 Metamask 母公司 @Consensys ……毕竟在 Peter Thiel 的 BMNR 之前 SBET 才是币股龙头，按理说如果 Linea 什么都不做可能都比拖到现在才发来得好。试试这次反撸必拉盘的定律能不能胜利 ...
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Yuyue· 2025-09-12 21:29
Market Trends & Dynamics - Meme coins backed by influential figures (大儒) can experience accelerated price increases, defying conventional expectations [1] - Strong consensus around a coin, even without new catalysts, can drive its price upward [1] - $PEPE is highlighted as a coin with a large and strong consensus [1] - E family meme coins, compared to SOL BETA PUMP's significant gains relative to SOL, show potential for growth [1] - Disagreements lead to price decreases, while consensus leads to price increases [1] - LINEA's attempt to go against the trend failed due to strong PUMP consensus driving the trend upward [1] Trading & Investment Strategies - Negative funding rates are no longer a reliable indicator due to manipulation possibilities in high-control coins [1] - Funding rates of on-chain small pools can be easily manipulated to create extreme negative or positive rates [1]