憨巴龙王
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憨巴龙王· 2025-10-26 03:29
Market Dynamics - The market is unlikely to form a cohesive force like in 2021 due to the increasing number and speed of project launches [1] - The inherent value of altcoins is zero, but the "shell" has value [2] - The value of "shells" is decreasing [2] Trading Strategy - Projects listed on Binance spot exchanges are generally considered "garbage" because the primary goal is to sell off holdings [4] - Listing on spot exchanges leads to dispersed token ownership, making it difficult to accumulate tokens for price manipulation [4] - Before, main forces would consider going through cycles to collect chips and pull the market in a bull market, but now they just sell as much as they can [2][4] Cryptocurrency Landscape - In 2022, there were only 6-8 projects with market capitalization below 30 million, and most of them increased by at least 3 times [2] - After October 11th, the number of projects with market capitalization below 20 million was approximately 50-60 [3]
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憨巴龙王· 2025-10-24 03:53
Market Sentiment - Altcoins are considered dead, and new narratives are needed in the cryptocurrency space [1] - The possibility of an "altcoin season" should not be expected [2] - Retail investors face extremely poor risk-reward ratios when investing in altcoins [1] VC and Investment Trends - Venture Capital (VC) firms have largely stopped investing in Web3 primary markets [1] - The collapse of Terra Luna (1011 Black Swan event) had a devastating impact on altcoins [1] Exchange Criticism - Cryptocurrency exchanges are accused of being complicit in harming retail investors [1]
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憨巴龙王· 2025-10-24 03:44
Market Manipulation & Insider Trading (Potential) - Funds were transferred to the blockchain in advance, suggesting preparation for a specific event [3] - A small group within the company monitored the situation for an entire day, indicating coordinated action [3] - The phrase "塞进去了" implies a deliberate act of inserting something, potentially related to market manipulation [2] Collaborative Advantage - The document highlights the significant advantage of small groups in the current environment, suggesting coordinated efforts for gains [4]
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憨巴龙王· 2025-10-23 05:14
Team Operations & Market Manipulation - The team, initially associated with JEX (later BNX), is known for aggressive market tactics, including suppressing prices to accumulate assets and subsequently driving prices up to distribute holdings [1] - The team's strategy involves leveraging new game releases, token splits, and meme coin trends to create hype and facilitate selling at peak prices [1] - The team's actions have led to significant price fluctuations, including drops from $180 to $10, and later from $4 to $1.2, indicating a pattern of profiting from market volatility [1] Token Performance & Community Sentiment - The token, initially BNX and later rebranded as FORM, experienced multiple cycles of price increases and decreases, often coinciding with strategic announcements and market trends [1] - The token's value dropped to $0.2-0.3 before a surge to $1.8 during the BSC meme coin wave, followed by another increase to $4 before a sharp decline to $1.2 [1] - Community sentiment is negative, with accusations of fraudulent behavior and significant financial losses reported [3] Current Market Status & Future Outlook - The team is believed to currently hold insufficient assets, leading to a lack of price appreciation despite positive developments [1] - The team may be waiting for an opportunity to accumulate more assets before initiating another price increase [2] - There are allegations of a $1 million loss related to FORM, with calls for awareness regarding the team's alleged deceptive practices [3]