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Yuyue· 2025-08-14 14:37
Cryptocurrency Market Analysis - The cryptocurrency market distinguishes between the potential recovery of stocks versus altcoins, suggesting stocks may recover from temporary declines while altcoins may face permanent losses [1] - The analysis implies a higher risk associated with investing in altcoins compared to stocks, particularly regarding long-term value retention [1]
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Yuyue· 2025-08-14 09:06
Token Deal & Valuation - ALT5 Sigma ($ALT) 持有价值 15 亿美元的 WLFI 代币交易[1] - WLFI 以场外交易方式，以每个代币 0.20 美元的价格购买了价值 15 亿美元的代币（占总供应量的 7.5%）[1] - 这意味着 WLFI 的完全稀释估值 (FDV) 为 200 亿美元[1] - 市场交易价格在 0.35 美元至 0.90 美元之间，暗示 FDV 在 350 亿美元至 900 亿美元之间[1] Market Perception - 市场可能认为 ALT5 Sigma ($ALT) 被严重低估[1]
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Yuyue· 2025-08-13 14:32
Strategic Focus & IPO Preparation - OKX's primary focus is pursuing a US IPO [1] - The announcement addresses historical issues related to OKB [1] - The upgrade is considered beneficial for OKX, XLayer, and OKB, potentially accelerating the IPO process [1] OKB & XLayer Upgrade - The upgrade aims to weaken the perception of OKB as solely a platform coin, repositioning it as a public chain coin [1] - XLayer upgrade includes TPS increased to 5000 and near-zero Gas fees [1] - XLayer focuses on DeFi, global payments, and RWA, expanding application scenarios [1] - OKB becomes the sole Gas & Native Token for XLayer, with 65.25 million OKB tokens burned and a fixed issuance of 21 million [1] Product & Technology Integration - OKX prioritizes product and technology development over asset management [1] - XLayer integrates OKX Wallet, Exchange, and Pay [1]
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Yuyue· 2025-08-13 10:28
Market Trends & Industry Dynamics - Circle's financial report reveals long-term investments including Sei, a Layer1 public chain [1] - Nansen data indicates Sei's on-chain activity ranks among the top ten public chains [1] - The launch of USDC on Sei is expected to further increase Sei's on-chain activity [1] Investment Opportunities & Potential Risks - Sei has a substantial amount of native USDC minted on its chain, exceeding 160 million USDC [1] - The 160 million USDC minted on Sei surpasses the USDC reserves on Polkadot, Tron, and Algorand [1] - Industry analysis suggests Sei is a well-performing Layer1 public chain [1]
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Yuyue· 2025-08-12 17:39
Investment Philosophy - The market emphasizes participation in opportunities, such as altcoins, accepting potential losses [1] - A positive and open-minded approach towards new ecosystems, like WLFI, can lead to substantial profits, potentially in the millions [1] - A negative or overly critical attitude (FUD) may hinder profit-making opportunities [1] Market Sentiment - Maintaining an open attitude is crucial for wealth generation in the market [1] - The primary goal should be profit-seeking rather than engaging in debates [1]
