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Yuyue· 2025-06-30 10:03
Regulatory Compliance & Market Access - The cryptocurrency and stock markets are currently driven by regulatory compliance, with licensing being a crucial aspect [1] - Plume has obtained an EU license, granting them trading eligibility across the European Union [1] Company Strategy & Commitment - Plume's investors and team have extended their token lock-up periods, indicating a long-term commitment and strategic vision [1] Market Sentiment & Potential Opportunities - Despite overall sluggishness in the altcoin market, recent rebounds and Nasdaq's new highs present an opportunity for capital outflow into risk assets [1]
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Yuyue· 2025-06-30 09:27
Market Analysis & Reflection - Useless reached a 200 million ATH (All-Time High), but the profit was only several ten thousand dollars, indicating a missed opportunity in the Bonk ecosystem [1] - The analyst initially favored Believe and Bonk among new projects, particularly trusting @theunipcs Bonkguy's capabilities within the Bonk ecosystem [1] - Launchcoin generated more profit than the Bonk series, suggesting a more successful investment strategy in that particular case [1] - The light position in Useless during the second dip-buying phase resulted in limited gains, as the holdings were gradually sold off [1] - The decision to sell the remaining Useless holdings above 100 million was influenced by the perception of lower market liquidity compared to Launchcoin's period [1] - Similar to Useless, the position in $ikun was not sufficiently increased after an initial high purchase at 4 million, missing an opportunity to accumulate more at 1 million [1] Investment Strategy & Considerations - Bonkguy, a key figure in the Bonk ecosystem, had only invested in a few coins, including Useless and ikun [1] - Despite its entertainment nature, $ikun had the potential to attract attention due to kunkun's recent popularity and reputation, making it a potentially attractive target for market makers [1] - The analyst emphasizes the importance of reviewing past trades and making more substantial investments in future opportunities [1]
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Yuyue· 2025-06-30 09:02
Career Development & Risk Management - The individual aims to enhance personal competitiveness due to concerns about relying solely on investments, especially DeFi mining, which is perceived as high-risk [1] - The individual expresses anxiety about potential financial insecurity, drawing a comparison to the struggles in the A-share market and the volatile nature of the cryptocurrency market [1] - The individual identifies professional certifications (CFA, Securities Qualification Certificate) as a means to increase competitiveness and ensure compliance, particularly in anticipation of regulatory changes in the crypto space [1] Skills Enhancement - The individual plans to improve language skills, including English, Korean, and Japanese, to capitalize on opportunities in the cryptocurrency market, especially in countries with more open regulations like South Korea [1] - The individual recognizes the importance of physical health as a foundation for other pursuits [1]
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Yuyue· 2025-06-30 07:34
Market Sentiment - The report suggests a potentially negative market reaction to positive news regarding Hong Kong stocks, advising to sell some holdings following positive developments [1] - The report draws an analogy between Hong Kong stocks and altcoins in the cryptocurrency market, implying similar trading patterns [1]
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Yuyue· 2025-06-29 18:35
Investment Strategy - High-conviction, high-volume trading is essential for maximizing profit and counteracting the tendency for returns to converge towards the mean [1] - The market's inherent volatility and the potential for assets to become worthless imply a negative average return [1] - Wealth creation depends on identifying and capitalizing on opportunities that significantly outperform the market average [1]