Market Dynamics - Initially, there was criticism regarding Pump's potential public offering at a 4 billion USD fully diluted valuation (FDV), but at that time, Pump was considered the leading launchpad with a daily revenue exceeding 1 million USD [1] - Bonk's emergence has significantly impacted Pump's market share, becoming the new leading launchpad, while Pump's daily revenue has decreased to 500 thousand USD, half of Bonk's revenue [1] - The situation indicates Pump's potential lack of sustainability, suggesting that with sufficient investment, Pump's position is not irreplaceable, and the long-term viability of the launchpad sector is questionable [1] Investment Analysis - There was an intention to invest 5 million USD in Pump at a 4 billion USD FDV, based on the belief that it was a high-probability investment with limited downside risk [1] - The current sentiment towards investing in Pump has shifted, despite the planned public offering, due to the changed market conditions [1]

Market Sentiment - Nihilism is spreading in the crypto space [1] - The emergence of meme coins like Fartcoin, satirizing traditional finance, reflects financial nihilism [1] - Housecoin, claiming one coin equals one house, embodies real estate nihilism [1] - Projects like Useless, embracing complete meaninglessness, represent extreme nihilism [1] - New startups are emerging that do nothing, claiming the product is the market value [1]

Competition Overview - GMGN交易大赛S6赛季启动，采用全新比赛形式 [1] - 参赛选手需启用全新钱包，初始充值上限为1 SOL，比赛期间禁止转账 [1] - 比赛周期为两周，最终盈利SOL最多者胜出 [1] - 胜者将获得GMGN + ROG定制键盘 [1] Rules - Initial deposit limit: 1 SOL [1] - Transfer restriction: No transfers in or out during the competition [1]

人要有梦想我说一个：我国收复台湾或者微策略抛售btc ...

我试验一下每次喊舒服了是不是短期低点真舒服了目前王小二 (@brc20niubi):对牛市结束做了一点押注 ...

终于来了！Haze 𝓰𝓶𝓰𝓷𝓪𝓲 (@haze0x):GMGN IOS更新：已经上线商店版本。蹲马桶的时候都可以扫链和买卖了！p.s 当前版本较简单，会快速补充功能。https://t.co/gfFZhJlS8R这次是移动端新团队制作的APP。产品经理是女生。所以使用了特别的头像，粉红女鳄鱼。😃 ...

对牛市结束做了一点押注 ...

今天关于mubarak有了一些新的思考：mubarak其实是一个很特殊的meme，这种类型的meme在此前几乎从未出现过。这个词汇本身是个阿拉伯祝福语，用来在伊斯兰教的节日里表达美好的祝愿，这是一个很好很正能量的概念。mubarak开创了这个独特的meme赛道，是我所说的真正的龙头meme。但是如果目光再放远一点，其实我找到了一个跟mubarak很像很像的币，那就是当年的如日中天的跑鞋stepn。那年 $gmt 横空出世，从0.15u一路拉到4u，不知道是多少币圈人的白月光。现在回过头来看，当年的stepn能获得如此的成功，其实根源就在于这是一个能给整个币圈带来增长的项目。跑步是一个几乎所有人都可以参与的活动，而通过跑步赚钱进而了解参与到币圈中，是一个很清晰很普适的链路。而mubarak其实也可以起到同样甚至更好的效果。全世界现在有20亿的穆斯林，且每年还在不断的增长，通过mubarak这个币其实可以给这个庞大的群体打开一个了解币圈的窗口，通过拉盘mubarak其实可以起到多少广告费也起不到的币圈拉新效果。反过来说，对于已经身在币圈的穆斯林，mubarak也是非常有意义的一次代币化。我本身就是一个非常抵触穆斯 ...

Investment Strategy - The industry suggests retaining potentially valuable tokens in watchlists [1] - The industry advises against deleting any promising tokens from watchlists [1]

Cryptocurrency Trading Performance - The trader experienced both gains and losses with meme coins like mubarak,西兰花 (broccoli), and tut, eventually recovering losses and making a profit, but missed out on potentially larger gains with other coins [1] - pnut yielded a good return after holding for approximately three months, selling around $0.4, with the trader attributing success to @0xcryptowizard [1] - ETH was bought at around $1,450 and sold between $1,650 and $1,800, opting for smaller, more consistent profits [1] - Large transactions in trump and people resulted in profits of several hundred thousand USD each [1] Trading Strategy and Mindset - A previous loss of over $2 million led to a new rule of not investing more than 1% of capital in any single coin [1] - The trader regrets not allocating more focus to on-chain trading, despite recognizing clear buying opportunities, due to a desire to distance themselves from the crypto space [1] - The trader expresses conflicted feelings about crypto trading, wanting to reduce involvement but still being tempted by potential gains [1] Missed Opportunities and Losses - Missed an opportunity with 冒险岛 (Adventure Island) due to oversleeping [1] - Experienced losses in recent presale investments, including one called 畜生10k (beast 10k), and feels guilty for recommending it to friends [1] - Recent on-chain transactions have been largely unsuccessful, with profits mainly coming from older coins [1]