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Yuyue· 2025-06-27 12:36
Platform Information & User Awareness - The industry emphasizes the importance of verifying the authenticity of content creators on live streaming platforms to protect users from scams [1] - The company clarifies its exclusive live streaming partnership with @Sidekick_Labs, specifying the broadcast schedule as Wednesdays at 21:30 and other intermittent times, highlighting the absence of official presence on other platforms [1] Platform Features & User Engagement - The report mentions Sidekick's "福袋" (lucky bag) mechanism, suggesting it as an engaging feature for users [2] - The document notes humorous user interactions related to the "福袋" feature, indicating a lively community atmosphere [2]
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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]