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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]
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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]