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憨巴龙王· 2025-10-15 05:43
你这踏马的太逆天了,我从来表达的都是自己的思想,我自己怎么做的,你维权我阻碍你了?你骂币安我叫你别骂了?不知道该以为带哥是我儿子呢,我连我每个朋友都要管,我到底精力有充沛。真的太逆天了,现在找不到我的知行不合一,去找我朋友的,真是逆天到不能再逆天了。那按你这么说,每个人因为都能被骂,他做的再好,也能找到他做的不好的朋友。beautonchain (@tao1cryptor):@dotyyds1234 不知道你的好哥们带带带比特币维权Aster的时候你也是这么跟他要他内求的吗?如果你真是这么始终如一,那你确实好样的,始终如一,无论是对朋友还是对别人。 https://t.co/n6FzOjuvhz ...
X @憨巴龙王
憨巴龙王· 2025-10-15 00:12
把钱亏在大机会上,而不是频繁的浪费在小机会上。 ...
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憨巴龙王· 2025-10-15 00:10
很多人,包括我们公司的所有人都是,有一个特别坏的习惯,就是对于某类币种(小币,中山寨,大主流),下注尺度永远都一样的,比方说小币永远都是2万刀,不会再多了。而没有对具体的机会,具体的币差异化仓位,我觉得这是缺乏思考的表现,如果确定了是大机会就应该下大注,如果觉得机会不咋样就应该减少下注。 ...
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憨巴龙王· 2025-10-14 23:58
Investment Strategy - The author reflects on a shift from conservative investment sizing (small altcoins at $50-100 thousand, large altcoins at $1-2 million, major coins at $10-20 million, portfolio capped at 40%) to a more aggressive approach based on high perceived win rates [1] - The author argues that limiting position size is a sign of weakness and that larger bets should be placed when win rates and odds are favorable, potentially referencing Kelly Criterion principles [1] Risk Management & Market Analysis - The author dismisses concerns about unquantifiable black swan events in the cryptocurrency market, suggesting that increased downside risk correlates with higher rebound probability and larger potential payouts [1] - The author implies that the Kelly formula can be applied to crypto trading by quantifying win rate and payout [1] Market Sentiment - The author expresses frustration with individuals who question the application of quantitative methods to cryptocurrency trading, perceiving their arguments as flawed [1]
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憨巴龙王· 2025-10-14 10:52
Risk Management & Self-Responsibility - The core issue of losses in crypto trading, including liquidations, stems from individual's actions, such as using leverage [1] - Internal attribution is crucial for improving one's own risk control system in the volatile crypto market [1] Financial Loss & Asset Management - One individual previously lost $3.4 million (百万) due to the loss of mnemonic phrases, representing 50% of their assets at the time [1] - Another individual may have lost over $1 million (百万) in the recent market downturn [1] External Factors vs Personal Accountability - While external factors like Google synchronization issues can contribute to losses, the primary responsibility lies with the individual for managing their mnemonic phrases [1]
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憨巴龙王· 2025-10-14 09:38
Market Sentiment - An individual account experienced liquidation despite risk mitigation strategies, highlighting the potential dangers of concentrated positions, even with hedging [1] - The incident underscores the risks associated with isolating specific trading strategies (small altcoin longs) on separate accounts, especially when coupled with hedging on a main account [1] Trading Strategy - The trader employed a strategy involving long positions in smaller altcoins on one account and corresponding short positions on a main account for hedging purposes [1] - The trader expressed regret over separating the altcoin strategy onto a separate account, indicating a potential flaw in risk management [1]
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憨巴龙王· 2025-10-14 09:27
你们怎么哪家交易所出事都要骂呀。不像我,早就麻木了,谁出事都懒得骂。即便我也是受害者(本次币安小号被爆70万刀,bp被爆80万刀)玩不了就别玩了呗,这圈子不早就是粪坑了。 ...
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憨巴龙王· 2025-10-14 00:54
Market Analysis of Long-Tail Crypto Assets - The market capitalization of long-tail crypto assets is the smallest within the cryptocurrency market [1] - The cryptocurrency market is characterized as a casino, giving value to even fundamentally weak assets [1] - Unlike traditional markets, the crypto market features numerous long-tail asset contracts, making them susceptible to manipulation by market makers (MM) [1] Risks and Rewards of Trading Long-Tail Assets - Market makers (MM) are not guaranteed to profit, and some have experienced liquidations due to long-tail assets [1] - Trading long-tail assets is highly risky for average investors due to rapid price fluctuations [1] - Long-tail assets often experience significant price drops (80%-100%), leading to liquidation [1] - A small percentage of long-tail assets experience continuous price increases, tempting investors to buy in after initial gains, only to face eventual losses [1] Market Maker (MM) Strategies - Cryptocurrency exchanges are more concerned with continued trading activity than individual investor profits, as they ultimately profit from liquidations [1]
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憨巴龙王· 2025-10-14 00:39
看到都在防守,我不禁对自己的判断产生怀疑....从逻辑上来讲,大量的资金被爆,市场恢复需要时间。抄底的资金其实大多是不愿意长期持有的(空仓才有钱抄底),所以以前大多数情况都有二探。但是从走势来看,实在太诡异了,基本没啥回调一路反弹向上。可能有些mm已经破产了,但是还撑着,后续被爆出来后就不得不开始甩卖btc eth了。这跟luna那时候的3ac是一个吊样的。luna暴雷时其实btc没咋跌,2-3天也就从32000跌到26000,后面又全反弹回来了,再过了两个星期3ac破产爆出来后又加速跌到18000的。目前持有主要大量长尾资产。以及部分热点币和bsc的meme。其实真不推荐长尾资产,非常难,非常心累,非常占用资金。但是在我的理解里,长尾资产就是币圈的价值投资。我多年玩小币,实在太熟悉了。 ...
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憨巴龙王· 2025-10-13 16:08
Investment Strategy - Investors are mirroring each other's investment decisions, suggesting a shared understanding of market dynamics [1] - The investor is waiting for a price drop to potentially increase holdings [1] - The investor currently holds a CEX (Centralized Exchange) empty position and focuses on on-chain investments for security [1] Cryptocurrency Focus - The investor is invested in $PALU on the BSC (Binance Smart Chain) network, with a long-term outlook [1] - The investor also holds $Cards on the Solana network [1]