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Yuyue· 2025-07-15 10:44
科普 CTO (community take over) meme、1% 理论，以及有效的 CTO 案例Bonk 上的 meme 是建设型的，有生命力的，并且也有点回到 meme 最原初的样子。现在 Bonk 上 fomo 的币大部分都是 CTO 社区币，这也是 meme 中一个非常强运营、强注意力需求的品类。CTO，community takes over，意思是 dev 卖完了自己的所有筹码后，有社区成员认为这个币的 IP 或文化有发展潜力，所以接管了该代币的运营letsBONK @bonk_fun 在 2025 年 6 月 4 日起就开始引导社区进行有效的 CTO 并提供资助。然而对于普通人来说，要去 CTO 一个标的是非常困难的，对我来说，每天冲的几百 k 的币太多了，我更喜欢多头下注、翻倍出本，如果要去 CTO 绝对是费时费力不值得的。谁问我我肯定都会第一时间辟谣「不 c，哥」但是我也乐于参与 Bonk 上有活跃社区的 CTO 代币，因为这些币给人看见了 meme 最初的样子。好玩，有趣，有意思，我就买点👉 1% 理论对普通人来说，不想 CTO 参与社区的话，我去年年底提出过一个观点，那就是「1% ...
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Yuyue· 2025-07-14 21:11
Memecoin Analysis - Memecoin price surges and drops are influenced by key opinion leaders (KOLs) posting about them [1] - The success of a memecoin should rely on its community holders rather than a single individual's influence [1] - Early adopters and holders, not just KOLs, can drive the success of a memecoin, as seen with the example of "旺柴" [1] - Community power and individual potential should not be underestimated in the memecoin space [1] Community Coin Philosophy - A community coin's success should be attributed to its holders, not a single individual [1] - Relying solely on KOL endorsements for trading decisions is risky [1] - Believing in the community's strength and individual potential is crucial for success [1]
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Yuyue· 2025-07-14 13:37
Market Performance - ChainbaseHQ's $C token experienced a surge, reaching nearly 4x its initial value [1] - Early investors who exited at 0.1x missed out on further gains [1] Investment & Funding - ChainbaseHQ secured $15 million in Series A funding [1] - Notable investors include Tencent, Matrix Partners China (经纬创投), Hash Global, Folius Ventures, Jsquare, and DFG [1] Tokenomics & Airdrops - The project's airdrop distribution was perceived as stingy [1] - Projects with limited airdrops have shown a tendency to increase in value [1]
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Yuyue· 2025-07-14 12:36
这个事就显现了老人和新人之间的代沟了，老人不懂什么是 CTO，不知道 CTO 都要做多少事费多少劲，看一个几百 k 的币就觉得这个币是不是他拿了很多货举个例子，最近 BONK 上的中文币很 fomo， @19ys_GGboy CTO 了 $旺柴 ，直播、做社群、cx 一系列的工作大家都看在眼里，如果要 CTO 一个币要付出的心血非常多，我自己是做不到的平时大家玩 meme，看到一个比较好玩的 IP 也会把 ca 贴在别人的评论区，这叫 raid 冲推，我让大家别误会我要 CTO 的原因是，我也只买了 0.5%（很早就说过，所有币不管大小市值我都会控制在 1% 左右）这两天有些人会让买了或者发了相关内容的人去 CTO，尽早辟谣尽早让大家不要幻想，让有能力有精力的人去做社区。蹭车不开车，欢迎龙王多玩玩 meme，最近土狗又比德州好玩了憨巴龙王 (@dotyyds1234):那为为什么要在我评论下面发ca呢？ https://t.co/ScwpPTcTY4 ...
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Yuyue· 2025-07-14 11:57
前两天 @B3_Chinese 举办的鱿鱼游戏 SQUID GAME 总决赛圆满落幕，大家都杀疯了，正好我放出了之前 @zorarara_0209 小姐姐来直播间做客的视频，让大家对鱿鱼游戏这次活动以及 @b3dotfun 有一个更加全面的了解在介绍中，可以了解到 B3 是基于 Base 链的 Layer3，核心定位是一个游戏生态平台，主要投资机构为 Coinbase，有 Base 官方的高度支持B3 本身不是链游，而是链游的基础设施。他们的设计思路不是以往 Ronin 那种先有游戏再做链的模式，而是让每个游戏能先有链再有游戏，甚至更进一步来说让每个游戏能有独立的资产和代币经济模型运作在链上，成为链游的执行层与流动性入口而正因这一 Game chain（独立的链）的设计，每个游戏都可以在 B3 上推出属于自己的 Game chain。这次鱿鱼游戏的举办方正是 Silky Royale，一款多人线上即时社交推理手机游戏，是 B3 上的第一条游戏链正巧，Base 官方前两天发布了一个倒计时，标记的是 16 号，不知道会不会有什么 Base 官方的大动作，从背景来看 B3 应该也算是蓝血贵族了 😂没参与上这次鱿鱼游 ...
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Yuyue· 2025-07-14 10:42
Investment Strategies - The industry suggests maintaining presence and building quality information channels for daily information gathering [1] - The industry emphasizes "lane change overtaking" instead of "corner overtaking," highlighting new opportunities in each cycle [2] - The industry advises against expecting daily profits, advocating for a longer investment timeframe [4] - Arbitrage thinking is crucial, including selecting industries for arbitrage; if not in the top 0.1%, explore new areas [5] - Information arbitrage allows for greater profits with earlier entry, considering the opportunity cost of capital [4] Identifying New Opportunities - Establish and maintain updated information channels, learning from profitable individuals [5] - Dedicate sufficient time and energy to the process [6] - Analyze the depth of information dissemination, prioritizing faster channels like international sources and primary information [7] Evaluating Potential Investments - Assess market size and liquidity to determine the capacity for capital and ease of trading [8] - Prioritize non-consensus opportunities for greater safety, evaluating the information dissemination chain (East/West, exchange listings, liquidity) [8] - Base investment decisions on information or cognitive advantages [9] - Develop clear exit strategies, including selling on centralized exchanges (CEX) contracts or spot markets, or at specific market capitalization levels [10] - Recognize that larger market capitalization, on-chain assets require more complex analysis due to increased participation [10] - Thoroughly researched assets are more likely to yield higher returns; increased analysis leads to greater confidence [11] Learning and Adaptation - Utilize AI tools effectively [11] - Master the art of asking insightful questions [12] - Engage in discussions with knowledgeable individuals in new fields [13] - Emphasize practical application and experimentation [13] Advice for Newcomers - Focus on on-chain opportunities, as secondary market opportunities are more challenging [14] - Review past successful assets to understand potential strategies and narratives, simulating scenarios [15] - Acknowledge that on-chain activity is 70% unproductive time and 30% impactful time, requiring careful timing based on metrics like token graduation and transaction fees [16] - Build on-chain resources such as address lists and smart wallet collections, and learn to use tools like OKX and GMGN [17] - Start with small investments to build knowledge, believing in the potential for significant gains due to continuous capital inflow [17] Future Asset Landscape - Future assets may be divided into: top-tier assets attracting real-world assets, mid-tier assets facing elimination, and memecoins with new, speculative features [17]