检查了一下持仓，发现最近还是跟卡通IP杠上了割肉是不可能割的《先上车，被套了就研究明白了》pcat 黑猫项目方手里还捏着100多WU就是不动，开盘后找机会抄了丢到现在-60%，官推在动，钱不动。。。。。。。《不要光给我看，能不能给我拉拉盘》avax $ket 黄猫这个稳妥一点，上所+meme龙一地位就是最近行情不在这，不过也没回调多少，这个拿着还是可以安心睡觉的二创性也很高后续avax的风吹起来辽bonk $labubu跟着地址进去，流动性不足，市场不买单，资金拉升，接完盘没跑，市场跑的差不多了，我也一起被埋了，做兄弟在心中，同进退了属于是🤣🤣 ...

Cryptocurrency Market Analysis - The report discusses strategies for identifying and analyzing market maker (庄) activities in the cryptocurrency market, including accumulation and distribution patterns [1] - The analysis focuses on specific cryptocurrencies, such as $pythia and $memecoin, as examples for understanding market maker behavior [1] Investment and Risk - The author shares personal experiences of incurring losses in cryptocurrency trading, highlighting the risks associated with following market makers [1] - The author mentions having only 10U (likely USDT, a stablecoin) left, indicating a high-risk trading strategy [1] Community and Education - The report references a live stream and educational content created in collaboration with other crypto influencers (兜老师, 薯条老师) [1] - The content aims to teach viewers how to "扒庄" (analyze market makers) and potentially profit from their activities [1]

Trading Strategies & Market Dynamics - The author highlights the transition from PVE (playing against the project team) to PVP (playing against the entire market) in the crypto space [1] - The author initially profited by identifying and trading alongside project teams on BSC, scaling up from small investments to larger positions [1] - The author adapted this strategy to the Solana ecosystem, evolving from pure project team plays to community-driven and narrative-based trading [1] - The author successfully traded $BAN by tracking fund inflows, monitoring new addresses, and calculating cost basis, ultimately exiting with a profit after the price reached 80-90 million market cap [1] - The author emphasizes the importance of combining strong narratives with substantial funding for successful crypto projects [1] Contrasting Approaches & Market Philosophy - 0xEgg acknowledges the high workload and psychological challenges of constantly tracking project teams [1] - 0xEgg notes the difficulty in achieving significant wealth through simply tracking project teams compared to investing in strong narratives [1] - 0xEgg favors a narrative-driven approach, believing that compelling narratives attract project teams and investment [1]

Cryptocurrency Investments - The author shares recent cryptocurrency holdings and rationale behind them [1] - The author's investment strategy involves identifying projects with potential for growth, often based on community support, team involvement, and anticipation of positive news [1] - The author acknowledges experiencing significant volatility in returns, with initial gains often diminished due to holding positions for too long [1] Specific Cryptocurrency Projects - **$CA (bonk)**: Investment based on the project's association with "bonk guy" and observation of large-scale accumulation by significant investors [1] - **$COLLAT**: Investment in a French RWA (Real World Asset) project following unusual activity and anticipation of favorable news, with the author noting the potential for further observation [1] - **$LABUBU**: Investment in a project associated with bonk, led by a "general," with the author adding to their position after an initial investment and subsequent price fluctuations [1] - **$AOL**: Investment based on the involvement of DEV, a WLFI advisor, with the author considering it a small lottery ticket due to WLFI's increasing popularity and DEV's active involvement [1] Risk Management and Disclaimer - The author encourages readers to conduct their own research and consider their risk tolerance before investing in the mentioned cryptocurrencies [1] - The author acknowledges that previous profits from similar investments have been lost due to market fluctuations [1]

Market Liquidity & Confidence - Market faces liquidity shortage and lack of confidence [1] - Meme market previously thrived on narratives and PVP, reaching several million, now struggles to exceed a few hundred thousand [1] - Market increasingly relies on "schemes," "institutional investors," and "major players" for bottoming and price support [1] Platform Analysis - PUMP platform extracts liquidity through fees, with funds primarily going in and not out [1] - BONK platform is better as it allocates funds for support [1] Investment Strategy - Accumulating principal through identifying high-probability opportunities by analyzing addresses [1] - Meme Supercycle is expected to continue, with initial target of 1 billion and bullish target of 10 billion [1] Negative Factors - Internal "car leaders" continuously drain and bleed the market, contributing to losses and liquidity issues [1]

一切恐惧都来源于火力不足，之所以要去翻地址是因为自己后手不足，想玩高确定性的盘，如果有无限后手的话我也会在看到好叙事不考虑其它直接上车，但是我没有并且自己审美也挺差的，所以只能通过这种找地址的方式找相对高确定性的盘去慢慢积累本金🥲Lam (@0xCryptoWing):这几天看到争论很大的问题，个人觉得无论是叙事还是庄的玩法都很厉害，能赚到钱都挺好。 https://t.co/n5NaXjTVtq ...

鼠鼠到了这个位置 琢磨着要横着一段时间了重新挖掘了一些看好 有痕迹的标$ACIDCA：YN4U8xySzuyARUMTNCpMgkkek7nnh2VAkUMdMygpump理由：$ALCH 的盘， $ALCH 140M左右$ACID 目前才1.7M，而且在1.3~2.2区间一直在洗，横在这个位置很久了，一直有在操作，启动时间不详，埋伏了一小兜$GENCA：Dzox5Ytp6ZU54h3uutcp4MXw3ZnBxR21H5Zx4r4qpump理由：AI AGENT项目，看了天总的项目介绍和麦总说的有VC在推动，并验证了地址有ai16z巨鲸建仓，之后果断买入，目前2X左右，操盘洗盘手法也很不错$GlonkCA：8yxD7uSEyEKpJqaSiunworBFzirAsRXKNjD2X1mdbonk理由：当时bonk和pump的争议盘，前两天有两地址建仓5%，关注后查询持仓，前排bonk系大户比较多且近期加仓不少，目前横在我的买入价$bluechipCA：DHJVYXsikcimtcVo49FAZqYd1XPYPaXezYhbKArJbonk理由：叙事在线，有资金控筹，属于比较符合叙事+庄的强强结合，一直钻着，现 ...

今天在外面看到鼠鼠 $pythia 在回撤手头没电脑直接随手打开便捷的移动端okx盯盘烤肉还没吃完，就哪来回哪去了，一次完美的洗盘#OKX冲狗姿势大赛 https://t.co/UPPU26NHAd去码头整点薯条 (@0xCryptoFries):$pythia 这还没一周，昨天一天就摸到100M了今天虽然有不少抛压，但是一直在站稳100M现在鼠鼠 $pythia 市值已经到了整个pump平台的TOP11了再来10多M就进入整个pump TOP10 TOKEN了《先看1B，牛市看10B》 https://t.co/kia68worBO ...

Market Trend - $PYTHIA's market cap has reached TOP11 on the entire pump platform [1] - $PYTHIA is projected to enter the TOP10 TOKEN on the entire pump platform with an increase of over 10 million [1] - One week ago, $PYTHIA's market cap was 50 million, then 80 million, and is expected to reach 100 million next week [1] Token Performance - $PYTHIA experienced a surge, reaching 100 million within a week [1] - Despite selling pressure, $PYTHIA has been consistently maintaining a stable position at 100 million [1] - $PYTHIA successfully broke through 80 million [1] Future Expectation - There is an expectation for $PYTHIA to reach 1 billion initially, with a bullish outlook aiming for 10 billion [1]

感谢 @HelloLydia13 lydia老师的空投：背着ux小书包 丑萌丑萌的ux玩偶（又被女朋友拿走了） 和 黑色小水瓶最近开了个钱包参与了 @UseUniversalX 第一季钻石赛把一些这些其他链和二段长期标都放到了UX上交易撸钻石一个账户就足够了，非常方便昨天也网友见面见到了lydia老师，带着我们去吃饭，吃完她说去唱歌一开麦唱歌，好家伙，在这等着我呢？是个职业歌手 直接把我秒变歌迷🩵去码头整点薯条 (@0xCryptoFries):不光是SOL上 $pythia 鼠鼠和 $bluechip 蓝筹在avax链也在关注龙一meme $KET 强庄标非常可爱有传播性黄猫猫形象加上社区DAO机制 非常喜欢前面一直在找机会入手，等到了18号 Kraken官宣上所，叙事升级加上利好拉升等到了这波回调，资金再确定性进入的时候果断买入CA： https://t.co/9APRFAQ5q9 ...