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XQ· 2025-07-24 10:55
Investment Rationale - The investment is based on observing addresses associated with "河马 (Hippo)" entering the market, suggesting potential early-stage opportunity [1] - The investment considers the risk/reward ratio to be acceptable, with the potential for high returns despite uncertainties [1] - The "炼油 (Refining)" and "PONZI" schemes are perceived to lack initial momentum, but have high potential with market maker support [1] Risk Factors - The investor is uncertain why the investment amounts from "河马 (Hippo)" addresses are small [1] - The investor acknowledges the inherent uncertainties in the investment [1] Market Analysis - "河马 (Hippo)" is associated with "WM", which influences the investment decision [1] - The investor is using GPT O3 to analyze the whitepaper [1]
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XQ· 2025-07-18 15:04
$Ani 这笔交易就到这里吧,回撤打到我的出货点了,15s 出6wu,算是很好的结果了。没什么好复盘的,只是单纯的新闻交易,以及对叙事的预期估计,碰巧行情好,马斯克给面子,一切向着好的方向发展。这种上限高但难以估计具体市值的项目,我一般会一路出,在每次压力位和新高的过程中出货,会保证整体出在全局市值的较高位置,也不至于没货或者卖飞。后面会写一下预期如何指导交易。另外我发现我这个地址跟单的人有点太多了,导致完全无法参与内幕盘,一些小市值盘也容易被带着跟单被直接倒头。一方面是建议大家不要直接自动跟单,你可以监控我,把我当作一个信源(当然也有更好更快的信源),然后自己研究是否要上某个项目,这也是我的交易方式。另一方面我也分开小地址来做内幕盘交易和小市值交易了(这个没必要挖,全部隔离而且经常换,如果你想吃内幕,可以参考我置顶帖来自己发掘内幕地址)anyway,从 ani 以后,bonk 的流动性很明显都回来了,祝大家发财,从市场猛猛取钱,祝我们好运。 ...
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XQ· 2025-07-13 02:28
Risk Management - The most reliable strategy for public funds is to hedge after a successful spot purchase [1] - Unexpected technical errors can pose significant risks, even with calculated risk management [1] - Limiting position size is crucial for preventing substantial losses [1] - Regular withdrawals are recommended as a risk mitigation strategy [1] Trading Platform Issues - Bybit exchange displayed a successful purchase confirmation despite underlying issues [1] - Users experienced losses on both spot purchases and corresponding short positions due to platform errors [1] - A user expressed frustration and demanded compensation from Bybit due to financial losses [1]