Industry Perspective - The cryptocurrency industry is currently in an era of significant consolidation and collaboration, driven by the increasing number of cryptocurrencies and blockchain networks [1] - Individual investors may find it challenging to comprehensively monitor the entire cryptocurrency market landscape [1] Investment Strategy - Forming small, agile online groups of less than 10 people for real-time information sharing and mutual support is crucial for success in the current market [1] - The most valuable insights are often found within smaller, exclusive groups where members actively contribute and exchange expertise [1] - Actively participating and contributing value within a group is more beneficial than passively waiting for information dissemination [1] Operational Efficiency - Prioritizing efficiency and dedication is essential for success in the cryptocurrency space [1] - Real-time monitoring and responsiveness to market alerts are critical for informed decision-making [1]

Investment Strategy - Suggests limiting investment in LUNA to 30% due to lack of understanding of its mechanism [1] - For those with expertise, shorting LUNA is the recommended strategy [1] Risk Management - Highlights the importance of understanding investment mechanisms before investing [1] - Emphasizes caution even when LUNA did not experience a margin call at the time of writing [1]

Investment Strategy in Cryptocurrency Market - During extreme market downturns in the cryptocurrency space, the occurrence of ADL (Auto-Deleveraging) triggers presents near 100% opportunities for bottom-fishing with high probability of significant rebound [3] - The deeper the market decline, the higher the probability of success and the greater the potential return, justifying larger investment positions [3] - For inexperienced traders, a gradual approach is recommended, such as investing 5% of capital every minute, up to a maximum of 30% [3] - The optimal times to maximize cryptocurrency holdings are during "black swan" events, when perceived probabilities of success and potential returns are at their highest [3] - Overcoming fear and embracing a data-driven approach are crucial for making bold investment decisions [4] Risk Management - It is advisable to avoid leverage when implementing these strategies [4] - Even with high probability setups (e.g., 90% win rate with 2x payout), proper position sizing is critical; the Kelly Criterion suggests wagering 86% of funds for maximum expected value, but more conservative allocations (e.g., 40%, 10%-20%) are also viable [2] Market Anomalies - Identifying situations with high win rates and favorable odds is essential for profitable trading [2][3] - "Black swan" events can present unique opportunities for outsized returns [1][3]

我没有站在道德高地指责谁，我觉得买了然后传销蛮好的，传销也是一种能力。我也不是白莲花，我大量的财富都来源于pvp，很少beta收益，所以我当然希望你们都亏钱啊。但是我不喜欢利用自己的优势，那样赢了有点不爽。就像我现实中喝酒，安东尼说过，我当然可以赖点酒，没人敢说，但是我从来不会赖酒。憨巴龙王 (@dotyyds1234):不要来私聊我和阿水和我身边的人，会不会建设。你们都打着歪心思，利用我的信息，来割我粉丝流动性。我买这个，连公司的都没说，纯粹喜欢，不要道德绑架我，谢谢。这条推特下面回复ca和meme的，一律拉黑。 ...

不要来私聊我和阿水和我身边的人，会不会建设。你们都打着歪心思，利用我的信息，来割我粉丝流动性。我买这个，连公司的都没说，纯粹喜欢，不要道德绑架我，谢谢。这条推特下面回复ca和meme的，一律拉黑。 ...

我踏马买7%流通的仓位，跟我说我确定性机会没告诉他，我日你妈，我都买7%流通。都快成内幕了 ...

不行，还是生气，世界上怎么有这么双标的煞笔啊。去年9月，我跟他说我买了7%的alpaca，玛德，这种量级的仓位都跟他说，后面我被洗了。5天后拉3倍，然后他也亏钱被洗了，说是我带他亏钱。哈基米8m告诉我，后面跌到1.5m，再涨到30m，自己被洗了，我赚钱了，就叫我分钱？这他妈跟推上有些老师有啥区别啊，大回调一句不说，涨回去说自己看的准。你问他仓位有没有，给你发个收益率的图，为啥？因为蚂蚁仓 ...

DeFi Risk Analysis - The report highlights concerns regarding potential systemic risks associated with WETH's oracle mechanism modification scheduled for the 16th [1] - The report suggests Binance may not have adequately considered the systemic risks posed by excessive circular loans in its USDE operations [1] - The author dismisses the conspiracy theory that Binance intentionally created risks for USDE [1] Oracle Mechanism - The report mentions a potential conflict if Binance modifies the USDE oracle lower limit after WETH's oracle mechanism change [1] Project Evaluation - The report uses the term "草台班子" (roughly translates to "makeshift team" or "incompetent team") to describe Binance's handling of USDE, implying a lack of foresight [1]

想到了bybit在被盗15亿刀以后，我问了个很蠢的问题，为什么不多分几个钱包。网友写了一大堆理由，最后benzhou亲口说以后会多分几个钱包....只能说，这世界就是个巨大的草台班子，大量简单的事情没人考虑到。憨巴龙王 (@dotyyds1234):一个疑问，既然币安出了事就要赔付，那为什么没有一个专门的组织机构，在usde usdc weth这种稳定币以及自我包装的币上在市场护盘？这样不是亏的更少吗？因为只要护盘了，就不会引发连锁爆仓。是币安不允许这么做？ ...

Market Stability & Risk Management - The question is raised about the absence of a dedicated organization for market making in stablecoins like USDE, USDC, WETH, and other self-packaged cryptocurrencies to prevent cascading liquidations [1] - The potential benefits of market making are highlighted, suggesting it could minimize losses compared to the costs associated with widespread liquidations [1] - A question is posed regarding whether Binance prohibits such market making activities [1]