买了点 $sapien 和 $met ，感觉币安的合约和现货上新最近有些收紧的趋势。包括天亡级mon也没上现货，前两天的port3合约下架处理也非常快。币安的策略如果调整为熊市谨慎上币的状态话，我觉得币安里的山寨币是很可能有一波财富效应的，毕竟山寨已经熊了很久了，估值也都被杀的极低。而且这样还能拯救一下我们的币安人生😭而 $sapien 和 $met 这两个新币一个是币安机器人赛道的唯一币，一个是有长期稳定可观收入的链上基石dex，感觉可以试试熊市谨慎出手，我自己买的也不多 ...

事实证明全市场都得看大饼的脸色，没有这次不一样BTC 不行，全市场都得绝望在 BTC 能稳住的基础上一堆山寨（ETH 也是山寨）才有发挥空间Yuyue (@yuyue_chris):告诉我还想听到这几句话吗“山寨不跟了”“以太好硬”“以太坊这轮一定会超越大饼”这老哥们儿前两天还说以太坊要超过比特币，现在发现大饼一跌，全市场都扛不住吧 https://t.co/cpp0dmW8MP ...

山寨币没有太多的历史参考，约等于没有周期，尤其是 VC 币这种模式是 2021 年才开始大规模出现的。盼望这个周期的山寨币能复现 2021 年的狂暴山寨季是我的痴心妄想。2021 年的山寨币是从 0 到 1，2025 年的山寨币得从 1 到 2，才能复现 2021 年的盛况，但是这些山寨币真的值 “2” 吗，99% 的山寨币都是电子垃圾。比特币是数字黄金，只要有共识，他可以从 1 一直涨到 100 都没关系，但是你山寨币不行，你必须真的为这个世界产生了 “2” 的价值才涨到 “2”。所以我觉得币圈以后都不会再有大规模的山寨季了，以后可能只有 CZ 季、Elon 季、Trump 季。龙神🌊🕊️ | MemeMax⚡️ | 🧠SENT (@phill76815):@Wolfy_XBT 那牛市为啥不尊重山寨周期，🐺？😭 ...

okx dex钱包折扣注册链接：https://web3.okx.com/ul/joindex?ref=VIC666 币安钱包手续费折扣码：https://web3.binance.com/referral?ref=JO8ZTLYX 推特：https://x.com/victalk6886 币安链接：https://www.binance.com/activity/referral-entry/CPA?ref=CPA_00AJKYPKEA 电报群：https://t.me/joinchat/EN6OG4vXZLw4MDg1 Telegram :victalk2021 #web3 #binance #eth #btc #crypto #币安 # #meme #川普 #比特币 #trump #$TRUMP #川普币 #马斯克 #gork ...

Market Overview - Bitcoin has recently dropped below 90,000 and Ethereum below 3,000, followed by a strong rebound characterized by three consecutive bullish candles within four hours, indicating a reduction in panic selling. However, this is viewed as a technical correction rather than a trend reversal, with caution advised regarding potential institutional sell-offs [1] - In the past 24 hours, a total of 115,556 individuals experienced liquidation, with a total liquidation amount of $415 million, including $272 million from long positions and $143 million from short positions [1] Bitcoin Analysis - Bitcoin's key technical level to watch is 92,000. If the price stabilizes above this level on a 1-2 hour chart, it suggests that the current bullish trend remains intact, with potential upward targets at 93,800, 95,200, and 96,600 [3] - Conversely, if Bitcoin falls below 92,000 and fails to recover, it may indicate a shift to a corrective phase, with support levels at 90,600, 89,000, and 87,800 [3] Ethereum Analysis - Ethereum's critical technical level is 3,080. Sustaining above this level on a 1-2 hour chart would indicate the maintenance of a short-term bullish pattern, with upward targets at 3,168, 3,220, and 3,270 [5] - If Ethereum drops below 3,080 and cannot recover, it may signal the start of a corrective trend, with support levels at 3,030, 2,983, and 2,942 [5] Altcoin Insights - The current bull market is characterized by only a few major coins like BTC, ETH, SOL, and BNB reaching new all-time highs, while most other coins remain in bear market price ranges. The wealth effect has significantly diminished, with less than 20% of participants making profits [7] - ASTER has shown resilience by breaking through resistance levels during Bitcoin's recent downturn, indicating potential for further gains once Bitcoin stabilizes [7] - STRK has undergone a significant correction, with a 97% drop over 630 days, but is now showing signs of recovery, with a target price of 0.22-0.24 if support holds [8] - FF has demonstrated strong resistance despite Bitcoin's volatility, with expectations for further accumulation before a potential breakout [8] Meme Coins and Market Sentiment - Recent activity in the SOL chain has seen significant gains in meme coins, with one coin increasing from 200,000 to 4 million in a week, reflecting a return to initial market dynamics [9] - The success of certain meme coins is attributed to their organic growth and community consensus, contrasting with previous speculative trends [11] - Another small coin, Quarterzip, has surged from 100,000 to an all-time high of 1.3 million in four days, showcasing the volatility and potential in the meme coin sector [12]

比特币价格周日跌破93714美元，抹去了自年初以来的全部涨幅，陷入技术性熊市。此次从10月历史高点的逆转，主要归因于对美国亲加密政策的乐观 情绪消退、宏观市场转向避险，以及ETF等机构买家的悄然退场。市场情绪普遍悲观，导致杠杆头寸被清算，而小型代币的跌幅更为惨重。 作为市值最高的加密货币，比特币价格于周日跌破93714美元。这一价格水平已低于其2024年底的收盘价，意味着今年早些时候一度超过30%的年度涨 幅已被"全部抹去"。 这轮暴跌发生在该资产创下历史新高后仅一个多月。10月6日，比特币价格飙升至126251美元的纪录高位，但四天后，由于美国总统特朗普意外发表有 关关税的言论，引发全球市场动荡，比特币随之开启了下跌通道。 机构参与度的减弱是本轮下跌的核心驱动力之一。据彭博数据显示，今年以来，比特币交易所交易基金（ETF）吸引了超过250亿美元的资金流入，将 其总资产管理规模推高至约1690亿美元。这些稳定的资金流曾帮助将比特币重塑为一种投资组合的多元化工具。 然而，随着大型买家（包括ETF配置者和企业财务部门）的悄然退场，这种"对冲资产"的叙事正在"重新变得脆弱"。一个典型的例子是Michael Sayl ...

山寨币壳的价值本质是老虎机。如果赌场里愿意参赌的赌客多，赌资多，那就有人愿意出高价买老虎机提供给大家参赌。反之，如果钱少，那老虎机的价值也会抄底。买低市值的小币等于价值投资老虎机，但是如果赌场钱少。可能就是别人批发老虎机给你接盘。2022年市值最小的币安合约大概是2500万刀，10.11之前是1000。现在是800，后面应该就是600了。所以，我以后投资老虎机的思路要谨慎了。 ...

Market Dynamics - The market is unlikely to form a cohesive force like in 2021 due to the increasing number and speed of project launches [1] - The inherent value of altcoins is zero, but the "shell" has value [2] - The value of "shells" is decreasing [2] Trading Strategy - Projects listed on Binance spot exchanges are generally considered "garbage" because the primary goal is to sell off holdings [4] - Listing on spot exchanges leads to dispersed token ownership, making it difficult to accumulate tokens for price manipulation [4] - Before, main forces would consider going through cycles to collect chips and pull the market in a bull market, but now they just sell as much as they can [2][4] Cryptocurrency Landscape - In 2022, there were only 6-8 projects with market capitalization below 30 million, and most of them increased by at least 3 times [2] - After October 11th, the number of projects with market capitalization below 20 million was approximately 50-60 [3]

Market Sentiment - Altcoins are considered dead, and new narratives are needed in the cryptocurrency space [1] - The possibility of an "altcoin season" should not be expected [2] - Retail investors face extremely poor risk-reward ratios when investing in altcoins [1] VC and Investment Trends - Venture Capital (VC) firms have largely stopped investing in Web3 primary markets [1] - The collapse of Terra Luna (1011 Black Swan event) had a devastating impact on altcoins [1] Exchange Criticism - Cryptocurrency exchanges are accused of being complicit in harming retail investors [1]

Market Sentiment - The consensus among top market makers/VC leaders is that altcoins are dead and new narratives should be established [1] - VCs have largely stopped investing in Web3 primary markets, especially after the 10/11 Black Swan event, which had a devastating impact on altcoins [1] - Retail investors face extremely poor risk-reward ratios when trading altcoins [1] - The industry should not expect another "altcoin season" [1] Exchange Considerations - There is a question of whether Bitget should stop listing altcoins [1] - Listing altcoins raises concerns about potentially assisting project teams in "rug pulling" retail investors [1]