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Yuyue· 2025-09-12 16:26
Market Trends - Disagreement leads to price decreases, while consensus drives price increases [1] - Projects with strong community consensus, like PUMP, exhibit upward trends [1] Trading Indicators - Negative funding rates are no longer a reliable indicator due to manipulation possibilities in certain coins with high control and small liquidity pools [1] - High control over certain cryptocurrencies allows for the artificial creation of extreme negative or positive funding rates [1]
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Yuyue· 2025-09-12 13:53
Launchpad 就是 $SOL 的拆分盘，Launchpad 之于 SOL 就像当年 Layer2 之于鼎盛时期的 ETH。仔细想来还是升级版，上升趋势的时候，Launchpad 的收入和对链上的活跃度贡献能够进一步提升 SOL 链的数据表现，从而更方便 Multicoin、Galaxy 等财团融 DAT 的资从 SEC 主席之前在经合组织的发言来看，现在北美非常鼓励创业者在链上进行融资。毋庸置疑的是，目前仍然只有 SOL 上能使中小项目得到更多的关注，那么也势必给 SOL 链的 Launchpad 更多机会。然而哪怕 SOL 极力想摆脱 meme 这一过于币圈原生的定位，其他类型的链上资产却迟迟还没有做起来当前的天花板是 $PUMP ，估值 60 亿，但更多来说还是侧重在 meme。根据巫师的牛市发动机理论来说，链上的发射台在未来会有更多机会，而在 ICM & AI 领域中我确实觉得 @HoloworldAI 有能力成为一股生力军，找到 PMF 并成为 Web2 和 Web3 的交汇目前质押也已经开了，我把我那部分领到的空投质押了进去。不过手上没有 $HOLO 又想参与的朋友也可以选择套保参与，对冲币价 ...
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Yuyue· 2025-09-11 22:57
Market Analysis of WLFI - The market sentiment around WLFI is closely tied to the $0.2 level, which serves as a psychological anchor for retail investors and was the initial purchase price for ALTS [1] - A repurchase proposal aims to stabilize WLFI at $0.2, indicating its importance as a support level [1] - Market participants are observing whether Crypto Twitter (CT) is expressing negative sentiment or maintaining belief in WLFI, to gauge potential trading opportunities based on crowd behavior [1] Trading Risks and Strategies - Trading smaller or newer cryptocurrencies on platforms other than Binance, such as Perpdex, is considered risky due to potential price volatility and liquidation issues [1] - Large holders selling below $0.3 and then again below $0.2 indicates potential profit-taking or risk aversion among early investors [1] Key Events and Influencers - Justin Sun's (波场之主) involvement, including a repurchase announcement, influenced market sentiment and reduced FUD (Fear, Uncertainty, and Doubt), contributing to a price increase from $0.2 to $0.24 [1] - A conflict between Justin Sun and "MAGA太子" (MAGA Prince) impacted WLFI's price, causing it to drop to as low as $0.16 [1]
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Yuyue· 2025-09-11 16:28
Holo Ecosystem Analysis - Holo's opening performance is stable, indicating a potentially healthy ecosystem [1] - The ecosystem's split token mechanism and the main token have a positive correlation; a successful split token launch could lead to main token accumulation opportunities [2] - The industry anticipates a potential altcoin season, where significant returns may come from secondary market opportunities rather than initial airdrops [4] HoloLaunch Participation - HoloLaunch projects present potential earning opportunities, similar to Binance Alpha (BN Alpha) [1] - Access to HoloLaunch projects may be restricted to ecosystem participants, creating higher chances for internal involvement [1] - The analyst plans to stake AVA and Holo airdrops to obtain tickets for HoloLaunch participation [3] Trading Strategy - The analyst intends to observe Holo's candlestick patterns for 1-2 weeks to assess potential secondary market entry points [3] - Decisions on secondary market opportunities will be based on market dynamics and the fundamentals of the split token ecosystem [3]
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Yuyue· 2025-09-11 09:58
我和巫师一样，一路从 $AVA 时期就开始支持 @HoloworldAI 并且质押了官网，现在已经可以查空投了，我拿了 21 万颗空投，按目前盘前 0.3 的价格来说价值六万美金 😂 虽然距离高点回撤不少，但整体来说这次空投格局还是非常大了如果是后续第一次和第二次快照之间存进来的，我问了下群友，大概情况是 3wu 压了两天给了 4000 个币，年化预计在 200～300%，目前 ava 质押量只降了 2M。基本上社区的和挖矿的人都照顾到了，套保挖矿的绝对是香的，裸持 $AVA 的话现在价格回到 0.026，我加仓的价格 0.024 还赚了点波动这会儿看见 Upbit、Binance 现货都相继公告了，虽说没有半场开香槟的习惯，但我认为大概率会是开在一个比较好的价格，正好这一阵山寨行情也不错，期待后续 Launchpad 的飞轮能跑起来给链上上点活跃度0xWizard (@0xcryptowizard):回顾 ava 建仓1个点（图1），从12m 到最高 300m，200m 止盈一半大概拿了7倍多，1m 盈利。剩余一半 ava 全部质押（图2），去拿 holo 空投了。holo 今晚 20:00 登陆 bn 现 ...
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Yuyue· 2025-09-11 06:01
不同阶段遇到的困境是不一样的。起步阶段的积累速度大多都很快，也可以做加法，但等积累到一定阶段后发现加法的增长难以突破瓶颈，甚至无法稳定复利故增长到一定阶段之后，就是不成功便成仁，需要冒险才能突破瓶颈，大多数中富没有这种破釜成舟的勇气，和修仙一样不渡劫是没法飞升的。比如我就是小富即安，不愿意承受雷劫的风险冒死，然而能飞升的大多经历过天人五衰，艰难可想而知不过我们这样的阿 Q 也总结出了一套精神胜利法，信奉了一套自我合理化的哲理：花掉的钱才是自己的钱。如果把花掉的钱才当成拥有的钱，那么人的一生又能拥有多少钱呢？从这个角度来说人与人之间又极为公平 ...