Yuyue
Search documents
X @Yuyue
Yuyue· 2025-07-26 06:42
Project Overview - Two concurrent fundraising projects, Gate Launchpad (@ikadotxyz) and Plasma (@PlasmaFDN), are being analyzed for potential profit [1] - Gate Launchpad is oversubscribed with IKA tokens, while Plasma is oversubscribed with XPL tokens [1] Fundraising Details - Gate Launchpad anticipates a profit of 2 million to 4 million from 60 million oversubscribed funds, with a lock-up period until the 29th (estimated IKA +0.5x to 1x) [1] - Plasma anticipates a profit of 20 million from 200 million oversubscribed funds, with a lock-up period also until the 29th (estimated XPL +5x) [1] Profitability Comparison - Plasma (XPL) is expected to have a significantly larger profit margin compared to Gate (IKA) [1] - The market is expected to potentially equalize the profit margins between the two projects [1]
X @Yuyue
Yuyue· 2025-07-26 04:51
Project Analysis - Ethena Labs (ENA) demonstrates strong capabilities in both hard and soft power, crucial for project success [1] - Hard power includes core asset management data (TVL), resource relationships, and market-making capabilities [1] - Soft power encompasses operational strategies and marketing capabilities, with timing being a critical aspect [1] - ENA's operational strategy involves strategically timing favorable news releases to maximize impact [1] Market Dynamics - Many projects fail due to angles that are too small for market adoption or poor marketing leading to low awareness [1] - Some projects suffer from good angles and awareness but are hindered by poor market conditions [1] - ENA's approach involves a series of positive developments, including new highs in USDe TVL, treasury company coin-stock offerings, and stablecoin initiatives, coupled with price increases [1]
X @Yuyue
Yuyue· 2025-07-25 07:00
目前 Pump 和 Bonk 的市值已经接近，但 Letsbonk @bonk_fun 的市场份额已经占 72.8%，远超第二名 Pump @pumpdotfun 的 11.4%特别深信 Bonk 能 flip Pump 的人买了 $GP ，收获了高风险确定性低高倍率的 5 ～ 10x；一般信 Bonk 能 flip Pump 的人买了 $BONK ，收获了低风险确定性强的 30% ～ 60%；不信 Bonk 能 flip Pump 的人买了 $PUMP ，收获了出人意料的 -50%……平台币大战一番后，希望我们都是有所收获 ...