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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· 2025-08-08 14:37
Market Sentiment - The market participant expresses disappointment at missing out on the bull market [1] - The market participant is considering travel plans instead of focusing on market activities [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]
X @王小二
王小二· 2025-07-25 08:39
Market Trends - Solana 的 Meme 模式可能接近尾声 [1] - 市场对 Solana Meme 项目的叙事和概念的信任度降低 [1] - 市场需要新的变革 [1]
X @王小二
王小二· 2025-07-14 16:12
alon先生是想告诉我们,单单公募就收了六亿u的https://t.co/Y6p89r0UcBcb 币安 upbit其中的任何一家都没有上吗 ...
X @王小二
王小二· 2025-07-12 14:41
最后还是打了....准备了3m打了1.5m,绝大部分都套保了,套利机会忍不住-。-王小二 (@brc20niubi):表达一下清晰的观点:目前的情况完全完全完全不考虑给pump打钱,不过到公售之前会观察一下有没有什么变化 ...
X @王小二
王小二· 2025-07-08 17:04
表达一下清晰的观点:目前的情况完全完全完全不考虑给pump打钱,不过到公售之前会观察一下有没有什么变化王小二 (@brc20niubi):有个事情很奇怪,为什么最开始pump传出要以4b的fdv公募的时候大家都在骂。那个时候我觉得是可以打钱的,因为那时候pump还是launchpad的绝对龙头,每天的收入还稳定在1m以上,pump也是这轮牛市币圈最大也可能是唯一的创新,会带一定的情绪溢价 https://t.co/rrrjSGs16l ...
X @王小二
王小二· 2025-07-08 16:36
Investment Strategy - Currently, the company is not considering investing in PUMP [1] - The company will observe potential changes before the public sale [1]
X @王小二
王小二· 2025-07-08 16:30
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]
X @王小二
王小二· 2025-07-04 23:31
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]