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XQ· 2025-09-20 08:34
1了第二个 Trump 级别的机会以及这是我拿住的原因(是拿到现在还有货的原因,不是现在fomo 你买入的原因,不定上限币的最好策略是一路出货) https://t.co/vOiSIvJ61qXQ (@0xXQ1):开了一晚上会,到家已经10点多了,看了一下盘口,分析了一下感觉不对,决定上车 $ASTER ,0.09u 买入6wu 现货,目前翻倍,说一下我的逻辑,我不是二级玩家所以这不是专业的 call 也不是复盘,我很可能犯错,我用仓位验证自己的想法。(刚刚图发出来是错的)先说几个结论:1. 币上 alpha https://t.co/2rvRuAiyLC ...
X @XQ
XQ· 2025-09-17 15:51
Market Analysis & Trading Logic - The analyst initiated a long position in $ASTER at $0.09, allocating 60,000 units of spot holdings, based on observed market dynamics [1] - The analyst believes that listing on Alpha, a decentralized exchange (DEX), is beneficial for $ASTER due to the liquidity it brings from Binance (BN), suggesting Alpha's liquidity surpasses on-chain liquidity [1] - The analyst suggests monitoring the price correlation between APX and ASTER to gauge the end of the airdrop sell-off, pinpointing a potential synchronization time around 20:50 [1] - The analyst posits that APX represents Binance-based capital interested in the ASTER concept [1] - The analyst observes that ASTER's trading volume (11.53 million units at $0.09) significantly exceeded APX's (4.5 million units) after 20:50, inferring market maker activity on ASTER [1] Project Assessment & Strategy - The analyst views listing on a centralized exchange (CEX) as a contradiction for DEX projects like ASTER, implying a lack of confidence if ASTER pursues CEX listing [3] - The analyst chose to buy ASTER directly, anticipating a positive premium of APX over ASTER due to ASTER's initial lack of active users and airdrop sell pressure, while APX had Binance buy orders [3] - The analyst emphasizes the importance of trading volume in determining pricing power within exchanges and the significance of holder concentration in internal coin pricing [3] - The analyst highlights the transparency of exchange-driven market making compared to third-party market makers on Binance, emphasizing the information asymmetry [3]
X @XQ
XQ· 2025-09-11 00:46
Market Sentiment - The market identifies a potential for significant gains similar to "Letsbonk" with the cryptocurrency $MURICA [1] - The market observes strong backing ("庄家够强") for $MURICA, suggesting resilience regardless of retail investor participation [1] Trading Activity - The market participant held a relatively small position in $MURICA, ranking ninth in holdings [1]