Yuyue
Search documents
X @Yuyue
Yuyue· 2025-09-01 18:11
不留什么幻想了,毕竟论筹码结构来说, $XPL 的打新构成大都来自有钱的矿佬,流通的 10% 打新筹码成本在 0.05 也几乎可以忽略不计,基本白嫖的获利盘按 0.5 的价格计算也有 500M(纯币圈圈内流动性)同时,当时想分到 5wu 额度,需要 1M 存款有钱去存,当时第一第二轮的存钱额度秒满,可以看出存款群体也基本都是真富佬 + 机构经过 HL 这波爆空,把套保的空单存量消耗了太多,剩下这些在币安套的,大概率逼不走,情绪也被 WLFI 消耗,同一稳定币赛道,WLFI 向下压制天花板,XPL 就也被压制影响,这也是为啥刚才判断可能是套完 $WLFI 的人来套保 $XPL 了Yuyue (@yuyue_chris):区块链可能真的没多少人,或者说散户手里真的没多少钱币安之前的 Plasma 定期存款活动给了五万户 10k USDT 的存款额度,月化月息非常高,但是打了多天打不完,直到提升了存款额度至 50k USDT 才打完联想到 WLFI 开盘之后 $XPL 盘前合约的价格跌了不少,可能就是因为 $WLFI $XPL ...
X @Yuyue
Yuyue· 2025-09-01 13:33
每次考试前的时候都紧张胃疼,明明预案做了千百种腹稿,结果拿到 WLFI 试卷后总觉得操作漏洞百出$WLFI 开盘的这场考试算是考得七七八八,最好的路径是提前一天研究了一下 CCIP 跨链,跨到了在 SOL 和 BSC 溢价卖出,以及 OKX 的集合竞价后 0.32~0.33 算是一个相对不错的价格,狡兔三窟策略还是相对满足了,考虑在洗盘 / 走稳之后接回来对于 WLFI 和周边衍生,我的计划是观测一下 ALTS 的情况,并期待一波后续 SOL USD1 launchpad Letsbonk 能有大金狗出现,枯坐冲狗其他我关注 WLFI 相关项目抄底列表包括:- ✨ $DOLO ,WLFI CTO 的借贷项目,也是这波跑出来的龙头,振幅能有 +50% 说明机会很多- $BANK ,WLFI APP 集成并使用 USD1 结算- $B ,在 BSC 上的 WLFI 龙头- $LIBERTY ,近期改名为 LIBERTY FINANCE @liberty_bsc ,看着是要转为正经项目了贪多嚼不烂,目前就看这四个了,有其他可以推荐的欢迎评论区或私信留言另外后续也计划在 @FalconStable 继续搞 USDf ...
X @Yuyue
Yuyue· 2025-08-31 15:13
Investment Strategy & Risk Management - The importance of staying within one's circle of competence to avoid gambling, as highlighted by Charlie Munger and Warren Buffett [1] - Acknowledge success rather than attributing it solely to luck [1] - Reflecting on the losses incurred in the secondary market for contract trading after successes in primary market opportunities like $TRUMP, $WLFI, $XPL, and $PUMP, emphasizing the significance of operating within one's circle of competence [1] Crypto Market Analysis - The potential disappearance of on-chain financial management dividends in the future, leading to concerns about diminishing opportunities for later generations [1] - The current perception of cryptocurrency as mythical by outsiders, suggesting that the cognitive barriers to entry still exist and the crypto dividend is not yet exhausted [1] - Overcoming barriers such as KYC, multiple accounts, and on-chain funds is crucial to capitalize on crypto opportunities before widespread adoption eliminates the "crypto dividend" [1]
X @Yuyue
Yuyue· 2025-08-30 18:21
Market Trends - NFT market faces significant devaluation, with many assets losing 90%-99% of their value [1] - Many NFT projects are failing, leading to assets becoming worthless and abandoned [1] Investment Considerations - Selling even low-value NFTs can yield some return, potentially exceeding the current holding value [1] - Holding onto NFTs may result in complete loss of investment due to market conditions [1]