王小二
Search documents
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]
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]