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Yuyue· 2025-08-25 21:03
Market Sentiment & Risk Aversion - The market exhibits risk aversion, prioritizing loss prevention over potential gains [1] - The market avoids chasing "fish tail" opportunities (late-stage rallies) due to the high risk of subsequent significant declines [1] Altcoin Season Analysis - "Fish tail" rallies often indicate potential altcoin season or late-stage rallies [1] - Altcoin rallies are followed by substantial corrections, with some experiencing near 50% declines [1] Historical Performance - A previous altcoin rally around December 9th experienced a downturn, leading to near 50% losses by December 20th [1] - The cycle concluded with a "Trump coin" event approximately one month later [1]
X @Yuyue
Yuyue· 2025-08-25 12:56
Market Analysis - The $1 billion (1B) buy order for SOL may be insufficient to cover potential insider trading related to rumored cryptocurrency and stock market activities [1] - The most pressing issue is the on-chain ecosystem's liquidity [1] Liquidity & Ecosystem - Resolving exchange liquidity is crucial for the ecosystem to thrive [1]
X @Yuyue
Yuyue· 2025-08-24 06:18
Project Overview - Lombard is perceived as a project with significant resources and funding, focusing on BTC asset management for B-end institutions [1] - Lombard is developing BTC-related asset management, securing BTC from numerous B-end institutions for asset packaging and wealth management [1] - LBTC, as the only native yield-bearing Bitcoin LST, has $1 billion TVL, surpassing traditional Ethereum re-staking Ether in growth rate, indicating demand in the B-end BTC capital market [1] Security and Partnerships - Lombard has undergone comprehensive audits by institutions like Chainlink, with product design geared towards institutions, positioning it as a ToB project [1] - Institutions are likely to collaborate with well-resourced and funded projects like Lombard when entering the blockchain space [1] - Lombard's inclusion in Buidlpad demonstrates its resources and strength [1] - Polychain led the previous funding round with $16 million, establishing Lombard as a Polychain-backed project [1] Community Engagement - Participation in Lombard + Buidlpad community activities is available until the 25th, with UGC content submission on Buidlpad granting non-diluted subscription quotas [1] - The formal subscription is scheduled for the 26th, with KYC preparation advised [1]