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Web3加密市场早报:市场跌幅继续,比特币过去五天跌超1.1万刀,Eth回调近15%,山寨币回到半个月前价格【Vic TALK 第1390期】
Vic TALK· 2025-08-20 00:00
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 #$TRUMP #川普币 #马斯克 #gork ...
X @Yuyue
Yuyue· 2025-08-14 14:37
股票抗一抗单可能会回去,山寨币抗一抗单可能真的就是一辈子 ...
X @Yuyue
Yuyue· 2025-07-31 09:50
需要锁仓的一级投资最终能跑赢 BTC 的寥寥无几,本质原因和注意力相关,山寨币的注意力吸引能力在 TGE 之后只会一路阴跌,于是大多数纸面财富都得打一折甚至两折注意力 🟰 获取买盘的机会。Pre TGE 阶段项目方能吸引注意力的大节点有很多,比如融资新闻、集中的空投活动、上所公告,Pre TGE 阶段每个项目都是为了开盘价定在哪里做努力。然而快到了 TGE 以及 TGE 后,项目最能攫取注意力的时机只有开盘 3 天,大部分项目 TGE 超过 3 天之后可就难了要么就是没钱搞事,要么就是没能力搞事。有钱和有能力两者又是正相关的。比如说 @KaiaChain 的搞事能力和钞能力确实是比较强的,最近我看他们还上线了能在韩国线下通过 Kaia 链取现金的 ATM(DaWinKS 的 DTM),从而把 Kaia 的链上 USDT 铺到线下的各种门店使用场景像这种活,给其他项目方做估计能大面积铺开的可能性是很低的,稳定币和 RWA 的业务是一块能有利润的业务,但是没资源能力的项目方大概率做不成 ...
Web3加密市场早报:比特币再次突破12万美金,Sol站稳200刀,Bnb即将突破历史新高,山寨币市场震荡上行【Vic TALK 第1364期】
Vic TALK· 2025-07-23 00:00
推特:https://x.com/victalk6886 币安链接:https://www.binance.com/activity/referral-entry/CPA?ref=CPA_00AJKYPKEA 电报群:https://t.me/joinchat/EN6OG4vXZLw4MDg1 Telegram :victalk2021 #web3 #binance #eth #btc #crypto #币安 # #meme #川普 #比特币 #trump #$TRUMP #川普币 #马斯克 #gork ...
X @Yuyue
Yuyue· 2025-07-22 15:19
对于所有已 TGE 的山寨币,考虑三个问题1/ 未来规划和路线图(未来三年的竞争力)2/ 项目财务报表,尤其是现金流和盈利能力3/ 是否有能力吸纳更广泛的圈外资产和流动性,比如币股、RWA、ETF?如以上三点想不明白,项目除了在交易所的壳之外基本没有价值无法成为龙头就会成为逐渐被淘汰的腰部 ...
X @Yuyue
Yuyue· 2025-07-20 06:01
Market Position & Competition - Bonk's data surpasses Pump, with advantages like Launchpad and Bonkbot, despite a lower market cap [1] - Platform coins are interdependent; Bonk's price peaked around $0.004, correlating with Pump's performance, indicating similar price trends [1] - Active user engagement has decreased by 30%-40% from February 2025 peak [1] - Key competitors include Binance Alpha (VC new coins with multi-million dollar potential), $WLFI (DeFi sector), $XPL (stablecoin), and other trending altcoins [1] Industry Trends & Risks - Overall sector attention is waning, contract trading volume is decreasing, and wealth creation is slowing [1] - Fundamental revenue logic is weakening, with strong competition from newcomers [1] - Blindly defending Pump is not viable; Alon's wealth or endorsements don't guarantee a 50% surge; narratives alone are insufficient [1] - Dynamic monitoring of capital inflows is crucial to avoid repeating Blur's pitfalls [1] Investment Strategy - Smaller capital may achieve faster gains (e g, from $0.004 to $0.006) in new coins like $C or $ERA compared to Pump [1] - Despite potential opportunities after contract trading and deep washouts, the current bull market doesn't guarantee success [1] - Maintaining a strategy of small bets with high potential remains, with altcoin positions streamlined to major coins and leading stocks [1]
X @Yuyue
Yuyue· 2025-06-30 10:03
Regulatory Compliance & Market Access - The cryptocurrency and stock markets are currently driven by regulatory compliance, with licensing being a crucial aspect [1] - Plume has obtained an EU license, granting them trading eligibility across the European Union [1] Company Strategy & Commitment - Plume's investors and team have extended their token lock-up periods, indicating a long-term commitment and strategic vision [1] Market Sentiment & Potential Opportunities - Despite overall sluggishness in the altcoin market, recent rebounds and Nasdaq's new highs present an opportunity for capital outflow into risk assets [1]
加密市场冰火两重天!比特币狂飙 山寨币退潮
智通财经网· 2025-06-30 06:51
Core Viewpoint - The cryptocurrency market is experiencing a significant shift, with Bitcoin dominating and altcoins facing severe declines, leading to a potential "extinction" of many lesser-known tokens [1][6][9] Market Dynamics - Bitcoin's market share has increased by 9 percentage points this year, reaching 64%, the highest since January 2021 [3] - The MarketVector index tracking the lower half of the top 100 digital assets has dropped approximately 50% since the beginning of 2025 [3] - Over $300 billion in market capitalization has evaporated from altcoins, indicating a broader market downturn [1] Institutional Involvement - Major institutions are increasingly focusing on Bitcoin, with significant investments being made, including a $4 billion fund associated with Tether and SoftBank [8] - The Trump family has also entered the Bitcoin space, raising $2.3 billion for Bitcoin reserves through their media technology group [8] Regulatory Environment - The cryptocurrency industry is moving towards a more regulated and institutionally-led market, with stablecoins emerging as the only tokens likely to fulfill payment functions due to reduced price volatility [7] - The potential approval of ETFs backed by tokens like Solana could lead to broader adoption, driven by optimistic regulatory expectations [8] Altcoin Performance - Some altcoins linked to active DeFi protocols, such as Maker and Hyperliquid, have shown significant gains this year [8] - However, many altcoins are struggling, with experts predicting that a large number will ultimately fail due to a lack of practical application and reliance on speculation [9]
惊爆!亏损一千万刀!比特币飙回10.8万刀,现在追高=接盘?以太坊基金会卖币,以太坊砸盘?牛市里散户如何避免被割?赚钱策略!
Sou Hu Cai Jing· 2025-06-26 09:55
Group 1: Bitcoin Market Insights - Bitcoin spot ETF has seen net inflows recently, with potential for Bitcoin to rise above $120,000 if not for sudden market events [1] - Bitcoin has been in a consolidation phase, with a clear five-wave structure indicating a possible short-term pullback before continuing its upward trend [4] - A target of $104,000 is noted for Bitcoin, with a potential to reach $120,000 if it breaks through current resistance levels [4] Group 2: Ethereum Market Dynamics - Ethereum's performance is weaker compared to Bitcoin, struggling to break above the daily midline of $2,516, facing strong resistance [6] - The Ethereum Foundation's recent token transfers suggest cashing out for operational expenses, reminiscent of previous market movements that saw ETH drop from $3,200 to $2,100 [8] Group 3: Altcoin Market Trends - Altcoins are experiencing significant volatility, with many falling back to April lows, indicating a bearish trend as Bitcoin rises [9] - The altcoin market is characterized by a prolonged washout period, with small rebounds expected but an overall downward trend [9] Group 4: Broader Crypto Market Observations - The crypto industry is facing challenges with DeFi, NFTs, and GameFi narratives losing traction, leading to user attrition and a stagnant on-chain economy [11] - The market is described as entering a negative-sum game cycle, with Bitcoin remaining the only asset showing resilience [11] Group 5: Investment Strategies - Recommendations for retail investors include participating in new token launches and engaging with platforms for potential airdrops, emphasizing a long-term holding strategy for Bitcoin [14][15] - Investors are encouraged to conduct thorough research on quality projects and consider various strategies to maximize returns, including participating in PVP on-chain activities [15]
暴跌行情空单赚疯了!比特币还要跌?妖币操盘!下周大行情将至,散户如何在山寨币血崩中捞金?
Sou Hu Cai Jing· 2025-06-21 11:33
Market Overview - The market experienced a sudden surge, creating a false impression of a significant rally, followed by a drop that liquidated long positions in the 100,000 to 110,000 range, disrupting the balance between long and short positions, with short liquidity prevailing [1] - Predictions of a market downturn were confirmed as Bitcoin (BTC) fell, leading to profitable opportunities for traders [1] Bitcoin Analysis - The long-term futures liquidation map for BTC shows a high distortion in liquidity distribution over one month, with a potential target of 114,700 if the price holds above the lower boundary of 100,000 [2] - BTC is currently in a downward correction phase, having broken previous low points, indicating a bearish trend. Key resistance levels are identified at 103,825, 104,566, and 105,491, while support levels are at 103,000, 102,341, and 101,434 [2] Ethereum Analysis - Ethereum (ETH) hit a low of 2,364 and is currently at a daily support level of 2,380, with potential for a weekend rebound. A significant resistance level is at 2,400, which requires monitoring of market sentiment [3] - The decrease in spot CVD and an increase in open interest suggest a potential for a rebound, but caution is advised as a drop below 2,200 could occur [3] Altcoin Insights - FARTCOIN has shown a volatile trend, with a recent significant drop leading to a profit increase of 400.88% for short positions, indicating a bearish sentiment in this altcoin [5] - SOL has experienced a rebound after a significant drop, but caution is advised as further declines could occur if it breaks below 100 [6] Market Sentiment - A notable external factor includes former President Trump's criticism of Federal Reserve Chair Jerome Powell, calling for interest rate cuts, which may influence market sentiment and investor behavior [7]