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Yuyue· 2025-06-26 13:21
Investment Strategy - The industry suggests minimizing unnecessary losses by reducing the frequency of entering positions, similar to avoiding entering a poker pot without a strong hand [1] - The industry emphasizes the importance of making decisions that increase Expected Value (EV), such as participating in pre-Token Generation Event (PRE-TGE) projects to acquire low-cost assets [1] - The industry advocates for a strategy of selective participation, prioritizing careful observation and analysis over frequent trading activity [1] Risk Management - The industry highlights the risk of cumulative small losses from frequent participation in low-quality opportunities, potentially leading to significant financial setbacks, such as losses of thousands [1] - The industry warns against impulsive decisions and emphasizes the need for rigorous evaluation before committing significant capital [1]
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Yuyue· 2025-06-26 10:01
恭喜参与了 @SaharaLabsAI 打新的家人们又麻了！六点链上就开了，盘前 bybit 的合约就已经开着了，基本开盘价就是定在 0.12+ 也就是 FDV 1.2B 的位置，距离打新价格 600M 有翻倍利润目前，Top 交易所都已经官宣了上线 $SAHARA ，属于大满贯。币安、OKX、Upbit、Kraken，中美韩欧顶所都上了我认为 $SAHARA 还是有不少二级博弈的空间的：- 币安这边大概是八点开，upbit 的开盘时间还不知道，我估计也是八点之后过几个小时吧，这个开盘时间提供了一定博弈点- 一方面来说大家都在说大市值了要空。诚然，1.2B 确实不小了，但是开局有 upbit 的情况下空起来要格外小心，一开盘马上空还是要谨慎的，加上空投的量不算太大- 另一方面，Sahara 应该还是有牌可以打的。特朗普家族的 @worldlibertyfi $WLFI 关注的项目中就有 Sahara，打新也用的 USD1，也是唯一关注的 Web3 AI 项目。那么 $WLFI 买 $SAHARA 之类的预期也是可以猜测的PS: 产品方面的更新也在跟上，今天他们的 Agent Builder 与 AI Mark ...
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Yuyue· 2025-06-26 09:32
Market Analysis & Investment Strategy - The analysis suggests that domestic Chinese real estate may not be the optimal asset for decentralized individuals in the crypto space due to lower rental yields compared to potential returns from crypto assets [1] - The report highlights a global arbitrage opportunity, referencing the "渡边太太" concept where low-interest Japanese Yen is used to invest in higher-yield foreign assets, a strategy similar to some crypto investors [1] - The document points out that a 4% annual yield is easily achievable in the crypto space, while traditional RMB cash assets offer lower bank interest rates of less than 15% [1] Real Estate Market Dynamics - The analysis indicates that the Chinese real estate market is entering a phase of "housing is for living, not for speculation," while other global markets like Dubai are experiencing rapid growth [1] - The report mentions the ease for crypto investors to purchase properties in countries like Dubai using USDT, contrasting with the challenges faced by wealthy Chinese individuals [1]
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Yuyue· 2025-06-25 22:13
Investment Strategy & Risk Management - Ineffective opportunity assessment leads to missed chances [1] - Suboptimal position sizing and premature exits result in lost potential gains [1] - FOMO (Fear Of Missing Out) driven over-allocation at unfavorable entry points increases risk [1] - Success is partially attributed to luck, specifically recovering from initial losses [1] Trading Psychology - Trading behavior mirrors poker playing, highlighting the influence of psychological factors [1]
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Yuyue· 2025-06-25 11:56
Marketing & Promotion - Sidekick 直播提供多重福利，包括福袋和 GAIB 白名单抽奖 [1] - 直播间每 10 分钟一轮发放福袋 [1] - 参与推文互动（点赞、评论、转发）可参与 GAIB 白名单抽奖 [1] Project Introduction - GAIB 是一个 RWAiFi 项目，旨在将真实世界 AI 收益上链 [1] - GAIB 由 Hack VC、Faction、Hashed 等多家知名头部 VC 领投 [1] - GAIB NFT 白名单通常需要存入 1500U 才能获得，但直播间提供抽奖和问答机会 [1] Call to Action - 鼓励用户在 21:30 准时收看 Sidekick 直播，参与福袋和 GAIB 白名单抽奖 [1] - 鼓励用户关注 @gaib_ai & @Palace86_xyz 并互动推文以获取 GAIB 白名单 [1]
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Yuyue· 2025-06-24 09:42
Cryptocurrency Trading Performance - The trader allocated 1 million to BTC and 1 million to ETH for bottom fishing, but underestimated the rebound strength and sold too early [1] - The trader's Solana (SOL) trading was unsuccessful, missing a 50x gain opportunity and losing nearly 10,000 (1wu) on smaller altcoins [1] - The trader is holding several altcoins, including $YAPPER, $TRENCHES, and $IKUN, awaiting a market upturn [1] Investment Strategy - The trader is taking a passive approach to Base and BSC chains, awaiting potential opportunities [1] - The trader is monitoring several CEX tokens, including $B, $SKYAI, $BANANA, and F3B [1] - The trader is also tracking on-chain tokens like $EGL1, $LIBERTY, and $UPTOP [1] - The trader plans to continue monitoring $USELESS, $CRYBB, and $GOR for potential second-stage opportunities [1] Market Observation - The market's reaction is more influenced by Trump's statements than geopolitical events like ceasefires [1] - The trader acknowledges that market perspectives evolve rapidly, highlighting the impact of different viewpoints on decision-making [1] - The trader believes individual trading decisions reflect personal values and character [1]