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Yuyue· 2025-07-20 13:06
Market Trends & Sentiment - Bull market sentiment suggests that anything can increase in value [1] - The market is potentially entering an altcoin season [1] Cryptocurrency Analysis - $ENA, associated with the E family, stablecoins, and WLFI holdings, has increased nearly 30% in one week [1] - $ENA recently listed on a Korean exchange, and Korean investors have driven up its market capitalization [1] Potential Investment Opportunities - Stablecoins are a potential narrative for speculation before WLFI [1]
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Yuyue· 2025-07-20 06:01
Market Position & Competition - Bonk's data surpasses Pump, with advantages like Launchpad and Bonkbot, despite a lower market cap [1] - Platform coins are interdependent; Bonk's price peaked around $0.004, correlating with Pump's performance, indicating similar price trends [1] - Active user engagement has decreased by 30%-40% from February 2025 peak [1] - Key competitors include Binance Alpha (VC new coins with multi-million dollar potential), $WLFI (DeFi sector), $XPL (stablecoin), and other trending altcoins [1] Industry Trends & Risks - Overall sector attention is waning, contract trading volume is decreasing, and wealth creation is slowing [1] - Fundamental revenue logic is weakening, with strong competition from newcomers [1] - Blindly defending Pump is not viable; Alon's wealth or endorsements don't guarantee a 50% surge; narratives alone are insufficient [1] - Dynamic monitoring of capital inflows is crucial to avoid repeating Blur's pitfalls [1] Investment Strategy - Smaller capital may achieve faster gains (e g, from $0.004 to $0.006) in new coins like $C or $ERA compared to Pump [1] - Despite potential opportunities after contract trading and deep washouts, the current bull market doesn't guarantee success [1] - Maintaining a strategy of small bets with high potential remains, with altcoin positions streamlined to major coins and leading stocks [1]
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Yuyue· 2025-07-20 04:40
Market Strategy - Larger capital should focus on major mainstream cryptocurrencies instead of pump and dump schemes [1] - Medium-sized capital should consider waiting for WLFI and XPL [1] - Smaller capital should focus on new Binance Alpha coins released weekly [1] Market Drivers - This round of market movement is primarily driven by data and capital flow, rather than narratives or sectors [1] - Storytelling is considered a waste of time in the current market [1] - Meme coin surges may not occur across entire sectors simultaneously; individual coins with strong momentum will lead [1]
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Yuyue· 2025-07-18 15:55
前两天刚抢完 @yalaorg NFT，这会儿 $YALA 的代币经济学都出来了，可以说是效率非常高了SBT 给的代币比较少，一个 SBT 只有 40 颗，不过低保号哪怕只是 swap 过 $YU 稳定币的号单号都有几百颗，我当时抢金库额度的时候弄了几个号，算是一点小毛，但是嘴撸活动收益为 0 🤣可能这也是做得聪明的一点。之前很多空投反撸的项目最大问题就是【预期管理】，战线拖太长，经典的负面案例就是 @EclipseFND 和 @LineaBuild如此一来，用户的沉没成本非常高，时间越长则对项目的预期越高，然而 Yala 从炒热度开始没多久就把空投搞明白了，这样毛小也没什么骂的欲望，也是控制了开盘的筹码抛压Yala (@yalaorg):https://t.co/HipL7DNvSI ...
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Yuyue· 2025-07-18 10:31
这个月除了 $WLFI 和 $XPL 两个巨无霸之外，还有一个我认为是散户可以找到肉吃的 alpha 项目值得参与，这就是今天官宣 OKX 现货 & TGE 直通车 + 24 号上线币安 alpha 的项目 @aspecta_ai很少有项目在官宣了交易所的情况下还给到社区用户参与机会，而 Aspecta 却还能参与。因为 Aspecta 本身就是首个提出来社区价格发现的项目，此前完成过诸多大热项目以及优质项目的社区价格发现（Sign、Bulla、Goat……）目前按时间轴来说有这样几个参与方式：- 【截止 20 号 23:59】OKX 的 TGE 直通车昨天巨火爆结束太快了，10 分钟 5000 个名额就没了，但还有一个 Aspecta $ASP BuildKey 盘前交易早鸟资格奖励活动可以参与- 【始于 21 日 19:00】Aspecta 自己的 $ASP BuildKey 开始，打到就是赚，倍数不会低，现在也不强制要求Poh，而是设置了分组raffle，避免了真实用户被卷。- 【24 号】上线币安 alpha，门槛未知准备好，到时候又是一场打新大战 ...
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Yuyue· 2025-07-17 13:57
Investment Strategy - The market may not be fully pricing in the BNB micro strategy, as there are no Binance stocks available in the US stock market [1] - A successful BNB micro strategy could create the only proxy asset in the US stock market for the largest cryptocurrency exchange, potentially maintaining a larger premium than MSTR due to its smaller market capitalization [1] - The key is to identify and invest in the specific "714" BNB micro strategy among Nasdaq's 714, F3B, and F2B offerings [1] Risk Assessment - There is uncertainty in selecting the right BNB micro strategy stock (e g, 714) [1] - The "More BNB micro strategies" approach suggests a competitive environment ("九子夺嫡"), with new strategies potentially emerging frequently [1]