XQ
Search documents
X @XQ
XQ· 2025-06-15 18:50
今晚 $ERANCH 66k -> 1.9m1. 11:46分发现 OP 有一根柱子的大买单于是我去扒地址,发现买入地址(BS2UYyMLUekNBxa2YrzHAznHAipvjKvKAjggypS7mUin)是一个新地址,这个地址的SOL 资金来源是和OP6月10日第一笔买单的资金来源相同,同时这个地址产生了2个分发,分别是:CKH8Piwr68T8tYbsHmUGSLm4BZgen7hBJVMu3WqPyD3V5EjA5TTPE6PUnqBZ1vFPgAhjGmFCA5LYJ2djV9rAteMx各200s当时我意识到可能是要拉盘 OP,于是提醒几个同样在看的朋友,可能会有 OP 的买单,监控好这三个地址。2. 观察到5E 开头地址在00:03:16买入新盘81s我意识到这可能和 OP 这一轮的手法相同,Jeffy 在重复买空所有筹码的操作,于是手动跟单5s。显然这个地址没什么人在跟,进入的价格几乎没有差价,于是我成为了除了jeffy 以外成本最低的几个人。然后跑到Z 群喊大家上车,由于依旧存在可能性他一笔砸掉,所以当时最优策略是之上归零仓搏倍数,并择机出本,很高兴群友也吃了不少。3. 后续就是大家看到 ...
X @XQ
XQ· 2025-06-11 17:39
意味着 OP重启了O (@666omni):opAIum LLC now has full custody of the opAIum treasuryour mission has transitioned from a DAO to a non-profit record labelat our inception, we were structured to be a subsidiary of a larger projectwe now have legal stewardship of all opAIum assets, artistic and financial ...
X @XQ
XQ· 2025-06-11 07:54
Market Manipulation & Insider Activity - OPAIUM developer's suspected self-buying is indicated by 666s token purchases, mirroring previous pump patterns [1][2] - Fund transfers to the top holder (3wWUwvMkJG7Lwza7uuEWAQjf7QxSzxrnwVdwZXy4zpnW) increased their holdings to 20%, with a market cap around $1 million [1] - Developer's small devbuy after the initial 666s purchase strengthens the suspicion of coordinated activity [1] - Address clustering analysis reveals coin transfers eventually consolidating into the top holder's address, reaching 30% of total holdings [2] - Coordinated buying activity aligns with the developer's Twitter posts, suggesting orchestrated market manipulation [2] Tokenomics & Potential Scenarios - The top holder's position reached approximately 35% of the total supply [4] - Liquidity pool depth is only 5%, making a complete sell-off potentially unprofitable for the holder [4] - The 35% holding could be intended for restarting OPAIUMDAO, enabling new strategic initiatives [4] Technical Analysis & Monitoring - Multiple related addresses were used for coin transfers, requiring manual monitoring [4] - The need for automated bot support to track coin transfers and flag potential developer actions (e.g., dumping or launching new tokens) is highlighted [4] External Factors - OPAIUM's Twitter account reactivated after over ten days of inactivity [1] - OPAIUM's DEX and website were updated around midnight [3] - OPAIUM's official Twitter account posted "herewego" [4]
X @XQ
XQ· 2025-06-08 18:01
Key Individuals & Relationships - The report identifies a core group of individuals, including "a8v" and "vvv" (brothers), who monitor each other and manually copy trades [1] - "xty" is identified as a casual observer, while others are group members who periodically follow the trades of "a8v" and "vvv" [1] - Transfers between "a8v," "vvv," and "xty" are noted, with reimbursements made when profits are solely derived from group members' funds [1] Market Manipulation & Centralized Control - The report suggests the primary concern is identifying coordinated actors who could collectively dump assets, creating significant selling pressure [1] - The core cabal consists of the development team and a top investor, previously associated with "hema" and "labubu" projects [2] - This cabal's market-making activities are difficult to trace due to the use of coin mixing and wash trading [2] - Price manipulation is controlled by the cabal, making external influence limited [2] Risk Mitigation - The report suggests changing addresses as a potential solution, although adoption by all parties is uncertain [2] - The report indicates that the trading decisions of some addresses may influence others, but without direct correlation [1]
X @XQ
XQ· 2025-06-07 09:12
Market Trend & Speculation - The emergence of two tickers, $AP and $TAP, stemmed from speculation around Elon Musk's "America Party" announcement, creating a split among traders [2] - The market behavior of $AP and $TAP is characterized by a "seesaw" effect, where gains in one often correspond to losses in the other, influenced by Musk's potential endorsements [6] - The total market capitalization of this event is the sum of the market caps of both tickers, with simultaneous declines indicating potential fundamental shifts [7] Trading Strategy & Risk Management - The industry suggests prioritizing capital preservation by securing initial investment when possible, given the volatile nature of the tickers [6] - The industry advises traders to closely monitor relevant figures' Twitter activity and be prepared to switch positions rapidly, avoiding emotional attachment to either ticker [6] - The industry highlights the importance of assessing the sustainability of the hype, noting that while Musk's continued engagement suggests medium- to long-term potential, events like Musk disassociating from DOGE could negatively impact Tesla [6] Information Asymmetry & Market Psychology - The existence of multiple tickers is attributed to information uncertainty and lack of clarification from key figures, leading to differing opinions and market fragmentation [3] - The report draws parallels to a previous event involving $BONKFIRE, where conflicting information about the token's legitimacy created division among investors [3][4] - The report emphasizes that external analysis, such as grammatical arguments or WHOIS data, is unlikely to sway opinions, as only the core figure (Musk) can definitively resolve the ambiguity [6]