摸 40 的时候买了一手，这会儿距离 37.5M 的开盘即回本线已经翻倍了现在就是等待 8 点 ...

今天下午六点有 $RICE 的钱包 TGE，之前喊大家去参与过 Floki 那边的社区轮是 8 点领取，代币经济学在 P2我们参与那轮是 TGE 解锁 20%，其余 80% 在 6 个月内线性释放，也就是说基本成本在 7.5*5 = 37.5 M，只有大于这个市值才能开盘回本，其他部分在开盘基本没有解锁从 dwf 的既往案例来看走的是 alpha + 合约操盘的剧本，波动大但是机会也多，切忌追高，离成本线越近越安全。开盘可以看看机会 ...

Market Analysis - The market sentiment suggests avoiding "fish tail" scenarios, where potential gains of 10% are overshadowed by subsequent losses, potentially reaching 50% [1] - "Fish tail"行情 is generally associated with expectations of laggard stocks catching up or widespread altcoin season [2] - The market experienced a downturn after a period of altcoin upward movement around December 9th, leading to significant losses by December 20th, with some assets losing nearly 50% of their value [3] Risk Assessment - The analysis expresses concern that past market behavior, specifically the downturn following a period of altcoin gains, may repeat itself [4]

Market Trends & Competition - Payment and RWA are currently focused on Ethereum, but traditional giants and crypto giants will likely develop their own public chains instead of relying on existing ones [1] - Stripe and Paradigm collaborated on Tempo, Circle developed Arc, and Tether created Plasma, indicating a trend of companies building their own payment solutions [1] - The payment sector holds significant potential, but companies are inclined to develop their own solutions [1] Ethereum Ecosystem & Investment - Ethereum's recent price surge is driven by capital flow rather than actual ecosystem development [1] - Vitalik Buterin's influence has decreased, and the Ethereum Foundation's selling of assets has had little impact [1] - There are concerns about how much of the payment market share Ethereum can capture if companies develop their own solutions [1]

Investment Opportunity in UAE Real Estate - UAE offers a tax-free environment and low crime rates, making it an attractive destination for investment [2] - The UAE government actively supports Web3 initiatives, creating a favorable environment for related businesses [3] - Purchasing property worth AED 2 million (approximately USD 550 thousand) qualifies for a golden visa, granting permanent residency without mandatory residence requirements [3] - The author predicts at least a 100% potential increase in value within 3 years for Abu Dhabi real estate [6] Abu Dhabi Real Estate Market Analysis - Abu Dhabi's real estate market is driven by continuous population inflow exceeding new housing supply [5] - The Abu Dhabi government is a strong financial backer, ensuring stability and growth in the region [5] - The influx of high-quality individuals contributes to the development and appreciation of the real estate market [5] - The Abu Dhabi real estate market is still in its early stages of development, with significant potential for growth in the next 3-5 years [5] Recommended Investment Areas - Saadiyat Island is highlighted as a cultural hub with museums, universities, and beaches, comparable to BTC in the crypto market [7] - Maryah Island is positioned as a financial center with luxury hotels and the ADGM international financial center, similar to ETH [7] - Yas Island is presented as an entertainment destination with theme parks and racing circuits, analogous to SOL [7] Property Purchase Methods - Off-plan properties require a 10% down payment, followed by 10% installments every six months, with the remaining 50% due upon completion, allowing for pre-completion resale [8] - Ready-to-move-in properties require full payment or mortgage options with annual interest rates of 6-8%, ensuring the property value meets the AED 2 million threshold for the golden visa [8]

一个人看到的是什么，决定了这个人的水平。又到了一周总结反省的时间，过去这一周主要就是在多看少动的状态，仅有的几个瞎动造成了比较大的亏损 😂 再也不情绪交易了回归正题，我看了什么？从我观察来看，市场上暴富了并且还能守财的玩家，往往是那些最坚定的行业参与者。有不少中段位玩家在 NFT 之后认为币圈结束了直接离场，就错过了后来的铭文热；铭文之后懈怠了，就错过了后来的 SOL meme 热。等到发现踏空再回来的时候就再也跟不上节奏。这就要求一直在场上关注圈内的变化和趋势，有自己心里的主线但每天刷推特现在大部分看到的是什么？是八卦、瓜，以及在阴暗处蛐蛐那些大玩家没本事就是运气好。关注这些的人，时间长了，FOMO 和愤怒成瘾 —— 好像不吐槽一天，就浑身不舒服。但要知道那个状态巨耗精力，而且浪费时间，很多时候就是一晃几小时瞎聊浪费过去了。因为总盯着 “行情有多烂”、“他也配赚钱？”，自然没劲去干那些能让人绝地翻盘的事这一点我也在反省。有些老群友知道以前群里出现任何聊八卦、负能量的情况我都要严厉禁止，现在松懈了，自己都有时候会扯几句，没做到时时都能严以律己。应该每天都问自己这样几个问题：1. 之前定下的目标做到了吗？没做到 ...

Kaito 现在的 Capital Launchpad 的思路我确实看不懂，整体来说给人一种交暑假作业的敷衍感，在做 Launchpad 这件事上，还有不少值得优化的地方从第一个项目 @EspressoSys 开始就让人匪夷所思，改条款这件事本身就应该是前置的，而非后置的。我能理解项目方融到资了资方背景很好很强大，所以不知人间疾苦拎不清，把 FDV 定价和条款给得特别差，但作为一个有经验也懂市场的成熟 Launchpad，Kaito 自己能不知道吗？Question 1️⃣- Espresso 事后给公募空投这件事存在非常大的不正当性。作为一个 NFT 持有者，我有很大的理由怀疑：通过 Kaito 这次的 Launchpad，Espresso 官方或许将本应该给 NFT 持有者的空投给了自己的老鼠仓- 这是对项目方的疑问：NFT 的空投到哪里去了，地板 0.3 买的 NFT 需要一个交代Question 2️⃣- Launchpad 本应该协助项目方进行公募条款的制定，但在第一个项目之后，billions @billions_ntwk 同样遇到了类似的定价过高情况，在 pledging 阶段中途才修改条款- ...

@Delphi_Digital @thetinyant 文中所提及进行 DAT 资管探索的项目传送门：https://t.co/iBGwRCo4G7散户活动介绍https://t.co/9ALjaHGWqa ...

Delphi @Delphi_Digital 的 Digital Asset Treasury Dashboardhttps://t.co/MdEeogrZjW美股 $UPXI CSO @thetinyant 有关 DAT 的研究线程https://t.co/SSlkVAob8LBrian Rudick (@thetinyant):Digital asset treasury companies create value for shareholders via multiple compounding value accrual mechanisms. A 🧵 digging into each below 👇 https://t.co/JveQvFVm1T ...

最近 DAT (Digital Asset Treasury) 很火，也是这两个月上涨的最大驱动力之一。这些上市公司将大量场外资金储备分配到持有加密货币，而不是传统资产如现金或债券，从而带来了大量的场外买盘——也就是属于我们这一阵讨论度非常高的币股然而，与被动工具比如 ETF 不同，DAT 可以主动管理持有资产，例如通过 staking 获取收益、借贷或复合增长，以增加每股加密货币敞口。这也就是我以前做过的一个设想，场外的利息这么低，如果大资金到圈内理财会怎么样？这就是完美的套利。想深入研究的朋友可以看看 @Delphi_Digital 做的 DAT dashboard这一阶段大部分的公司其实都还在炒作阶段，同时我也设想到了很多潜在的问题。许多 DAT 公司虽然有了这么多资产储备，并不熟悉 crypto，并且也不具备能够管理如此大量加密资产的能力，在此过程中我可以设想到非常多坑。他们需要解决的问题，我具体写为《资管三问》：1. 最重要的资产安全问题2. 进一步来说，如何生息的问题3. 更进阶来说，如何最大化生息的问题跟 VC 朋友聊的时候，恰好听说有一个在 SOL 上的稳定币 + 收益项目 @UnitasLa ...