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何币· 2025-09-19 00:35
Cryptocurrency/Web3 Speculation - The document speculates on which of the projects "Polymarket, Metamask, Opensea" will launch a token first [1] - The document refers to "三大天王外加一个小金刚" (Three Kings and a Little Diamond), implying a hierarchy or grouping among these projects [1]
X @何币
何币· 2025-09-18 09:29
Cryptocurrency Market Analysis - Lighter platform's initial integral cost ranged from $0.5 to $1, now trading at $30 on the over-the-counter market [1] - Edgex platform's initial integral cost was $3, but the current cost to acquire integrals has risen to nearly $20, indicating a significant increase in acquisition cost [1] - The cryptocurrency market is not limited to Binance, and the perpetual DEX track is not limited to HYPE, suggesting diversification opportunities [1] - Other platforms like OKX, BITGET, GATE, and MEXC also present opportunities in platform coins, potentially offering comparable returns to BNB [1] - Missing out on HYPE and ASTER is not a major setback, as there will be future opportunities to capitalize on [1]
X @何币
何币· 2025-09-18 07:50
Market Overview - The perp DEX (Perpetual Decentralized Exchange) sector is not limited to HYPE, similar to how CEX (Centralized Exchange) is not limited to Binance [1] - The sector is expected to have platforms like OKX, Bitget, Gate, and MEXC [1] Investment Strategy - Holding platform coins from these exchanges may yield comparable returns to BNB [1] - Missing out on HYPE or ASTER is not a significant setback, as future opportunities will arise [1] - The key is to capitalize on at least one of these opportunities [1]