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Yuyue· 2025-08-09 05:57
Crypto Market Opportunities - Crypto market opportunities stem from high-leverage volatility, unregulated on-chain transactions, Wall Street investment in major cryptocurrencies, and Trump's endorsement of dollar-backed ecosystems [1] - Native altcoins opportunities in the crypto market involve PVP contract trading, Pre TGE projects, new coins, deep market corrections, and manipulation by wealthy entities, shifting the market structure from a football shape to a barbell shape [1] Market Comparison - The report suggests a comparison between the crypto market and the US stock market, highlighting the performance of stocks like Futu Holdings ($FUTU), which increased by 120% from its April bottom, and MP Materials ($MP), which increased by 75% in a month following positive news [1] - Bitcoin (BTC) and Ethereum (ETH), with ETF support, are considered outside traditional market influences, with their value significantly impacted by NASDAQ inflows [1] Altcoin Market Indicator - SOL is identified as a potential indicator for the altcoin market [1]
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Yuyue· 2025-08-08 16:18
此前,Irys @irys_xyz 和 Kaito 展开合作,开放了全球和 7 大地区排名的 Yap 排名的专区。具体奖励措施还未公布,但是很多大 V 都已经开始关注。从以往情况来看,上专区的项目大多都会有对应的 yapper 代币激励,如果在公布激励前开撸反而没那么卷Irys 是集数据存储、编程和 Dapp + AI 应用为一体的 L1 可编程数据链(programmable datachain), 让数据同时具备可验证性、可执行性和永久储存性是它的最大特征,融资金额两轮共 890 万美元目前 Irys 已经开启了测试网,并且官方鼓励大家参与 Kaito 嘴撸(最近的热度翻了 10 倍),TGE 应该也不远了。现在参与机会主要有两个:1️⃣ 嘴撸在推上发表 Irys 相关内容,直接在 @KaitoAI 上查看实时排名2️⃣ 测试网水龙头每个钱包每天领 0.1 测试币,然后链接钱包,去体验各种互动小游戏。可以先跑着,为 TGE 做准备水龙头传送门放在评论区 ...
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Yuyue· 2025-08-08 11:00
User Activity & Rewards - User received Sidekick $K airdrop, considered as compensation for part-time content creation [1] - User spent approximately one month livestreaming 5-6 times [1] Skill Development - Livestreaming serves as a means of time management, skill enhancement, and training in expression and organization [1] - Livestreaming helps overcome social anxiety and improve verbal communication skills [1]
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Yuyue· 2025-08-07 20:49
Financial Performance - MP's earnings per share (EPS) beat analyst consensus [1] - NdPr (Neodymium-Praseodymium) production and sales surged [1] Market Trends and Industry Dynamics - Global rare earth demand is rising, especially in the electric vehicle sector [1] - The company's strategic shift from upstream mining to mid-downstream is successful [1] - MP benefits from policies influenced by the Trump administration, impacting the rare earth sector [1] - Apple plans to produce 19 billion chips in the US and commits to sourcing all rare earth magnets from US suppliers, directly benefiting MP [1] Investment Opportunities and Potential Risks - The report suggests a short-term correction after the earnings release [1] - The author suggests waiting for the post-earnings trend to become clear before investing [1] - MP's collaboration with the US Department of Defense has led to a continuous increase in its stock price [1]