最近为了获得 Falcon 的不可稀释额度，大家应该看了不少有关 Buidlpad @buidpad 打新的攻略了，作为一个从早期就开始关注的长期跟进者来说很是欣慰。还好看了眼我还在 Falcon @FalconStable 排行榜上的第 8 名，看来后来者还是没有卷过有存钱获得 miles 的我 😂$FF Community Sale 能获得 TGE 100% 解锁的筹码，应该也是这个 WLFI 投资的特朗普概念稳定币项目最后的上车机会了，详细规则和介绍可以查看 Buidlpad 官方的置顶文章简略说下，就是一个稳定币收益协议，核心在于超额的通用抵押+双代币模型：- 合成美元 USDf：链上资产（BTC、ETH、SOL、稳定币和一些被承认的山寨币）以及 RWA 都可以铸造合成美元 USDf；而且 Falcon 的保障来自于“超额抵押”（数据在下面）- 收益型代币 sUSDf：这是质押 USDf 后得到的收益型代币，收益可组合（费率套利、跨市场套利、流动性等），灵活性更大，可以挖掘资产的更多可能性📊 数据表现：- 15 亿 USDf 流通量 + 超 16 亿美元等值储备（合在一起就是上面说的超额质押）- Pe ...

Market Sentiment - Bull market provides numerous opportunities to recover from mistakes, fostering a sense of hope [1] - Bear market significantly reduces the margin for error, leading to feelings of despair and limited opportunities [1] GameFi Analysis - Observing GameFi's price surge may indicate potential market instability or speculative behavior [1]

0.2 到 0.24 也有 20% 了。好起来了 xdm ...

如果要说共识，World Liberty Finance 也就是特朗普项目能创造的共识力量也可以是非常强大的。一根大阳线就能改变信仰，对 $WLFI 来说缺乏的还是一些直接驱动价格的影响因素，而回购计划也已经提上日程，按现在的回购热来说， @worldlibertyfi 能用来回购的预期也能带来不小的买盘同时本月 USD1 也在 SOLANA @Solana_zh 上线，冲土狗、买币时可获得交易手续费返现。等后续让更多资金使用 USD1 的时候，交易对多了，就意味着套利的机器人也会多，交易量就会变大。这样 $WLFI 的稳定币部分协议收入就会增大另外也 Bonk 和 USD1 的合作现在看着有点不温不火的主要原因是可能 Bonkguy 他们也在避 pump 的锋芒，但 @theunipcs 也在逐步预热中。或许等后续他们真正开始发力的时候才是集中爆发期GOD WILLING 🙏Yuyue (@yuyue_chris):WLFI 跌破 0.2 的散户心理锚定价同时也是开盘价，不少预售大户开盘 0.3 没跑，0.2 跌破了才跑这里想看看 CT 是骂还是继续保持信仰，都在抄的话就拥挤，都在空的话有机会 ...

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]

$HOLO $LINEA 你们都是我的翅膀啊 ...

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]

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]

TVL 越大销毁越多，一看涨这么猛打错字了 ...

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 ...