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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]
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Yuyue· 2025-08-12 12:56
其实昨天 WLFI 的币股 $ALTS 挂山顶之后我就在研究这个币股的具体条款，昨天盘中一度跌到 6 字头，看了下主要原因两点：1/ 在消息发布前价格为 6-7u，有可能有人 frontrun，所以这部分人消息发布后砸盘引起了连环的恐慌踩踏，这是资金卖盘2/ 有部分人质疑 WLFI 参与币股的这部分私募是通过币权置换卖股套现，这是情绪的影响第一点是实际已经砸完了，就展开说下第二点吧。ALTS 原有筹码在 1.2 亿股左右，而增发的 2 亿股中 WLFI @worldlibertyfi 自己和私募机构一半，流通盘只有 10%，而 $WLFI 正式上线至少 9 月，这些机构有这个可能性在 TGE 前因小失大影响 WLFI 的开盘价预期么？个人认为不可能。目前 7u 多的价格低于 7.5 的增发发行价，也就意味着现在这部分币股对应 WLFI 价格低于 0.2 美元，而 WLFI 盘前 0.2～0.3 都是有一定成交（有些没打 WLFI 的人觉得 0.2 贵，很正常，想想 PUMP 的 MC 高点都有多少？）所以小球推大球的逻辑还是成立的，TGE 前拉高 $ALTS 可以直接影响 WLFI 的情绪，这一套打法在 BM ...