2. 例：PNUT，AP&TAPPNUT 时期我从5m 全程围观，一路直到 pump 历史最高市值。我记得人声鼎沸使其许多人的光鲜亮丽，当然更多人也是捶胸顿足，复盘操作上的不足，但是回到那段特定的时期，我们不能忘记的是：1. PNUT炒作初期，特朗普是否上任存在极大不确定性。2. PNUT发酵过程中，马斯克的几句非常直接的奶点燃了最初的情绪，甚至说出“这只松鼠拯救了美国”类似的话。但在他说之前，没人意料得到他会如此来说。3. 成为直通bn 现货的首批2个 pump 代币之一。三环缺一不可，但三环的不确定性，也是PNUT 一直被人围观但少有人上车的原因。同样，TAP AP也有不确定性。参考我之前的推文：https://t.co/fcp9jfzHP5总结来说不确定性有：1. 马斯克到底是嘴炮还是真要建党，真建党会是什么时候？2. 选TAP 还是 AP？3. 马斯克和特朗普会不会明天继续和好？会不会后天继续吵架。这也是造成同样的盘子，曝光度传播度很高的情况下，前期在低市值横盘的原因。因为角度所有人都知道，真正建党的规模可以类比去年的 PAC，党派的持续性会强于 PAC，作为相对估值的标的会是不错的参考，底部肯定会有 ...

Market Drivers - Cryptocurrency market's major trends originate from two sources: fundamental technological changes and external incremental expectations [1] - Profit generation in the cryptocurrency space stems from information asymmetry and bearing uncertainty [1] Investment Strategies - Understanding and managing uncertainty is crucial for successful investment [1] - Information arbitrage is a source of profit, as previously discussed [1]

看了一下还真是，漏了超级多私信😢基本所有私信都会在1-2天内回复，没回说一声抱歉确实X 没给提醒解构师Beyond | 𝟎𝐱𝐔 (@0xBeyondLee):一个超级冷门的推特技巧，知道的人绝对不到 1%最近有朋友加微问我，怎么推特 DM 不回话，装逼耍大牌吗我勒个冤枉啊，除了一眼钓鱼链接，一般的 DM 我都会回复的，而且真的没收到啊终于在一晚上的研究后，我发现了看不到私信的原因：- https://t.co/wkCgx7Ni17 ...

MS 自己发射台的第一个币 $MONKEPHONE 吃到了一些，没什么好说的，这波是蹭车。原因和思路可以给 @0xN10N @apes_btc 都点个关注，他们主页写的非常详细，仔细读可以学到很多。付出了努力和时间，看到了别人看不到的东西，拿到结果就是理所应当的事情。 ...

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 ...

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 ...

记录一下 OPAIUM 的时间线，昨晚到现在盘面发生了比较大的变化，不构成投资建议，风险很高。1. 昨晚OPAIUM推特账户时隔十几天发了一个新帖子：https://t.co/dVSctcLXCD（这里的背景是他们的三个账号：zerebro十几天前复用账号持续2天然后停用至今，jeffy 个人号销号，对外只有 opaium 的账号可以访问）2. 我点进opaium 的 ca，发现在他发帖前5min，发生了一笔666s 的买单，是全新小号做的，我意识到不对劲，于是上了头仓，因为在4月末的opaium 的拉升中，买入也是以666这样的数字进行的，我意识到大概率是他自己做的。3. 接下来我追查买入地址的资金流向，发现几个大额买单地址将币转入了目前的榜一：3wWUwvMkJG7Lwza7uuEWAQjf7QxSzxrnwVdwZXy4zpnW当时的持仓是20%，市值是1m 左右。4.大约20分钟以后，opaium 的 dev 进行了 devbuy，数量很小，加强了我认为666s 买单和直接相关的心证，于是继续加仓。5. 持续追踪地址集群，发现某一转币关联地址被转入676s，我意识到可能会进行下一次的买入，于是继续加仓 ...

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]

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]

2025.3.23更新：操作：https://t.co/pbiiD1wemoXQ (@0xXQ1):本篇Thread总结一下自己做交易时候的操作。不同于心态，这篇可能更偏向于执行和方法，会写的比较杂，这篇也会不定时补充内容。写这些不太喜欢用ai，感觉改起来比较麻烦，所以更新起来会比较慢。 https://t.co/R1rsoznNSU ...