王小二
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王小二· 2025-08-24 02:52
Industry Analogy - The situation is likened to a once-underdog individual who promised their childhood sweetheart a share of their future success, only to be abandoned during their struggles [1] - Now that the individual has achieved success, the former sweetheart reappears seeking to claim their promised share [1] Governance and Proposals - The industry suggests that if procedural correctness is desired, WLFI could propose and vote on overturning the initial proposal to allocate tokens [1] - Alternatively, a new vote could be held to redefine the allocation and vesting schedule for AAVE [1] Fairness and Entitlement - The industry questions the fairness of AAVE receiving a significant allocation of WLFI tokens without contributing to WLFI's success [1]
X @王小二
王小二· 2025-08-23 21:11
Cryptocurrency Investment Decisions - The individual initially considered investing in WLFI due to the belief in its potential tradability, drawing a parallel with Trump's cryptocurrency ventures [1] - Hesitation arose due to KYC requirements, leading to procrastination and a decision to involve friends in the investment [1] - The individual delegated the investment to a friend, potentially resulting in a reduced allocation compared to self-execution [1] - The launch of Trump's wife's cryptocurrency introduced uncertainty, causing a reduction in the intended WLFI investment to a mere hedge against missing out [1] - The final investment in WLFI was approximately 25% of the originally planned amount [1] Market Sentiment and Risk Assessment - The emergence of Trump's wife's cryptocurrency raised concerns about potential fraudulent schemes within the cryptocurrency market [1] - The individual's investment strategy shifted from maximizing potential gains to minimizing potential losses due to market volatility and perceived risks [1] Personal Perspective - The individual expresses a shift in mindset, prioritizing personal pursuits outside of cryptocurrency investments [1] - The individual acknowledges the limited importance of financial gains compared to other life goals [1]
X @王小二
王小二· 2025-07-25 12:50
Market Sentiment - The market questions who was buying PUMP to maintain a 6 billion FDV (fully diluted valuation) for so long [1] - There is a sentiment that ALON will not share profits with the market [1] - The market believes PUMP's market share was surpassed by BONK due to unwillingness to give back to the market [1] - The author expresses a feeling of victory, suggesting a successful trade or prediction [1] Token Analysis - ALON allegedly raised 600 million U through a public offering (公募) [1] - PUMP is not listed on major exchanges like CB (Coinbase), Binance, or Upbit [1]