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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 ...
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Yuyue· 2025-07-25 06:02
Cryptocurrency & Market Sentiment - The cryptocurrency community views "麻吉" (Machi) as offering some benefit to retail investors through cryptocurrency-related activities compared to entities not involved in cryptocurrency [1] - There is a perception that individuals previously profiting from Pump (likely referring to pump-and-dump schemes or specific cryptocurrency projects) did so because of "麻吉大哥" (Machi Dage)'s involvement [1] - The community is speculating about "麻吉大哥" (Machi Dage)'s potential role as CTO of Pumpfun, suggesting a desire for his leadership or involvement in the project [1]
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Yuyue· 2025-07-22 15:19
Project Evaluation Criteria - The industry emphasizes the importance of future planning and roadmaps for all token generation event (TGE) altcoins, focusing on their competitiveness over the next three years [1] - Project financial statements, particularly cash flow and profitability, are critical evaluation factors [1] - The industry assesses the ability of projects to attract broader off-chain assets and liquidity, such as tokenized stocks, real-world assets (RWA), and exchange-traded funds (ETF) [1] Market Positioning - Projects lacking clarity on the above points are considered to have limited value beyond their exchange listing [1] - The industry suggests that projects unable to become leaders will likely be phased out as mid-tier players [1]
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Yuyue· 2025-07-22 07:56
Airdrop Event - Yala 空投预计在北京时间 20:00 开始，可能与币安 Alpha 同步上线 [1] - 建议用户在北京时间 22:00 和 24:00 领取空投 [1] - 空投规模预计不会太大，项目方对时机选择较为敏感 [1] - 关注开盘后是否存在短线机会 [1] Token Information - $YALA 是 Yala 生态系统的原生代币 [1] - 符合条件的用户可以申领 $YALA 空投 [1] Timing - 空投申领起始时间为 UTC 时间 12PM (北京时间 20:00) [1]
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Yuyue· 2025-07-22 06:15
Market Sentiment - NFT market is experiencing a resurgence, presenting a potential opportunity for investors to liquidate their holdings [1] - Previous NFT investors express a desire to exit the market permanently, indicating a loss of confidence [1] Investor Behavior - Investors are finding it difficult to liquidate their NFT holdings, suggesting potential liquidity issues in the market [1] - Investors view the current market conditions as a rare chance to minimize losses, highlighting a risk-averse sentiment [1]
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Yuyue· 2025-07-22 05:04
Market Analysis of Pump - Pump experienced another price drop, potentially heading towards Bonk, with support primarily from those who believe in its recovery [1] - The report suggests waiting for clearer signs of an upward trend before investing in Pump, as current fundamentals, trading volume, and K-line analysis do not indicate a likely increase [1] - One investor experienced a -10% loss while attempting to gain 10%, highlighting the risk of buying during a downtrend [1] Potential Rebound Opportunities - There are two potential catalysts for a rebound: a listing on Binance spot market and a bounce back from the second price drop [1] - Listing on Binance is rumored but uncertain, and the report suggests that such an announcement might only provide an opportunity to sell [1] - A rebound to 40 is possible after the second price drop, but subsequent drops may see diminishing interest from buyers aiming to recover their initial investment [1] Opportunity Cost in Bull Market - Holding onto Pump during a bull market presents an opportunity cost, as other cryptocurrencies like $DOGE have shown significant gains (20% in recent days) [1] - The current market correction offers a chance to reallocate investments to potentially better-performing assets [1]