熊市
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X @Yuyue
Yuyue· 2026-04-03 13:21
从我的观察来看,Crypto 也是一个强周期性的市场,以前总以为 BTC ETF 之后 Crypto 就要迎来永恒牛市了,但现实还是让我们意识到币圈流动性低迷时期的残酷在熊市周期里成长、迭代,去更大的船和更广阔的天地看看,无疑是一种积蓄力量,为的是下一轮牛市更好地爆发。CC 的所见所闻对我也有很大启发!期待她分享更多看世界的经历EudemoniaCC🌷 (@EudemoniaCC):你好,我是CC。是的,在从清华毕业的第282天,我从Morph毕业了,结束了我这毕业前就入职的第一份全职工作。回望这一年半,我交出的毕业答卷是:从零搭起APAC大使网络,孵化出完整的区域团队,入职不到半年升任Head of https://t.co/XeKf4p2sMD ...
X @Yuyue
Yuyue· 2026-04-03 09:47
不要小觑任何一个有实力,还愿意拉盘的团队。目前 edgeX 的回购和费用数据都很硬,即使发币后还维持了 Top 20 的费用收入(图片是刚在 defillama 截的 1D Fee),tradfi 板块的交易量也很大我说过一个逻辑,为什么熊市仍然有 perpdex 有持续运营的驱动力,因为交易赛道是各家必争之地,如果能抗到牛市,那生态位还在的话,就能赚得盆满钵满(抽水生意懂得都懂);即便是熊市,能维持这样的费用收入,也远远 cover 了运营成本更不用说代币本身还有高达 14% 的锁定量,现在的市场流动性砸币又能砸出去多少钱呢,真有实力的一定会想办法维持体面赚交易费用的抽水钱,长期来说利大于弊可惜这波没拿住,最近挺损失厌恶的,几个机会 $EDGE $DRIFT $SOLV 都是方向对了操作没下狠手。吃到前高想着可能短期市场流动性支撑不住持续的拉升了,没想到可能有不少空军在前高位置加仓了,OI 一直在抬Yuyue (@yuyue_chris):这 $EDGE 是在所有人都不相信高控盘会拉盘的时候,想用实力拉服所有人?很少有见空投发了之后是拉盘而不是砸盘的了edgeX 从去年以来手续费收入长期排在 Top 20, ...
X @Yuyue
Yuyue· 2026-04-01 08:02
“赚钱,顺便撸毛”,而不是 “撸毛,顺便祈祷赚钱”现在的熊市存在太大不确定性,和以往空投撸毛模式不同的是,我们找不到太多下一个牛市一定能起飞的赛道,这一点圈内所有人都在迷茫还有明确营收模型和持续运营动力的,只有几个,包括 链上股票、币股平台、perpdex。为什么这些项目还有持续运营动力呢?很简单,因为运营就会有钱赚,满足了交易需求就有手续费收入。精一点,尽量为了赚钱而撸,平时交易量大的就把交易搬到有激励、有积分的平台,交易亏了还有积分 / 激励补贴手续费这两天我看到 @trdEverything 上最近有一些激励活动,撸一笔就明确拿 50 个代币,交易量也有激励的排名比赛,每周 1000u 奖金鼓励交易量,我来试试农民 🧑🌾 的新思路Yuyue (@yuyue_chris):加密熊市生存的第一法则永远是管好钱袋子,减少亏损,先活下来。今天 Resolv 的事,算是又给所有人敲了一记警钟。二八法则在如今这个被按下快进键的加密周期里,真实的盈亏比早就异化成了 1% / 99%只要是 80% 的人都能干、都在干的事,注定只有不到 1% 的人能赚到钱。 https://t.co/kZJ1t0q9DK ...
牛市里,螺丝钉送给新手投资者的10句话|投资小知识
银行螺丝钉· 2026-03-28 14:00
Core Viewpoint - The article emphasizes the importance of understanding market fluctuations and the long-term upward trend of indices, advocating for a patient and strategic investment approach. Group 1: Market Behavior - Markets experience volatility even during bull markets, with historical examples from 2007 and 2015 showing multiple fluctuations and corrections [4] - Investors should be mentally prepared to face market volatility [5] - Long-term index growth is supported by company earnings and dividends, with the expectation that bear market bottoms will likely be higher than previous ones [6] Group 2: Investment Strategy - Significant market gains often occur in brief periods, accounting for about 7% of total market movements, highlighting the need to be present during these moments [8] - The principle of buying undervalued assets and selling overvalued ones is central to value investing [9] - Long-term investment opportunities are abundant, with expectations of 5-6 cycles of bull and bear markets over the next 30 years [10] - Avoiding leverage and short selling is advised to prevent permanent losses [11][12] Group 3: Market Dynamics - A-shares often experience structural bull markets, with different leading sectors in each cycle, indicating that past strong performers may not lead in the next cycle [14] - Undervalued assets will eventually have their upward phases, allowing for profit regardless of market direction [15] - Short-term price movements are unpredictable, necessitating a balanced mindset [16] Group 4: Investor Virtues - Patience is highlighted as a key virtue for investors, with strategies to buy during downturns and sell during upswings [17]
BTC受挫!大陰線跌回!開啟順暢下跌?
提阿非羅大人TiaBTC· 2026-03-18 19:26
朋友們,2026年3月18日 華爾街午盤時間 我們來更新比特幣的行情 那這個是比特幣的日線圖 從日線級別來看 我們發現比特幣 好像真的由漲轉跌 那麼這個是很正常的 為什麼呢 因為上漲了有一天 兩天三天四天五天六天七天八天 那麼它在一個明確的 不能在明確的下跌趨勢中 上漲了有八九天了 那麼你還想怎麼樣呢 那麼實際上 在前兩天 那麼我在節目中 也一再的提醒大家 熊市裡面 日線已經8連陽了 它真的有可能來到這邊假突破 然後往下跌 那目前來說 它確實好像就是這樣子在走對不對 那麼這兩天 確實有一點不太敢去看評論區 因為我是一再提醒風險 我會認為 如果說來到這種 原先這樣的一些地方 比如說我把它拿這邊來 如果說他在這邊 那麼來到這裡看到沒有 如果說來到這裡 我提醒大家他有可能會下跌 那麼你要知道來到這裡的時候 市場情緒是最歡樂的 大家絕對不願意去聽到任何 你提醒風險的話 那麼你比如說在一個家庭裡面 比如說你提醒 要多穿一點衣服 不然著涼 那麼他很不喜歡的 那麼甚至在出現下跌的時候 他可能對你還有怨言 會認為是你說他會下跌 所以 他下跌是你把這個市場給搞壞了的 那真的不是這個樣子哈 那我們來到這個市場 還是要有一點基本的 ...
Stocks haven’t hit bottom yet, says the analyst who called a ‘rolling recession’ when everyone else saw a boom
Yahoo Finance· 2026-03-17 18:47
Core Viewpoint - Morgan Stanley's Mike Wilson asserts that half of the stock market is already in a bear market, with a correction that has been ongoing for six months, indicating that investors panicking recently are late to the situation [1][2]. Group 1: Market Conditions - Wilson highlights that 50% of stocks in the Russell 3000 are down at least 20% from their 52-week highs, while over 40% of S&P 500 members are similarly affected [2]. - The recent market volatility is characterized as a "correction within a bull market," which began last fall due to tightening liquidity, rather than the onset of a new downturn [5]. - The S&P 500 has experienced a decline of approximately 15% from its peak, but this figure does not fully capture the extent of the damage across various sectors [6]. Group 2: Economic Context - Wilson has long argued that the economy's weakness is more pronounced for many companies and consumers than what headline statistics suggest, coining the term "rolling recession" to describe the gradual sector-by-sector decline [3]. - The recession's trough was identified as April 2025, following a significant market capitulation triggered by a tariff announcement, leading to a recovery phase characterized by improved earnings revisions and payroll data [4]. - The hardest-hit sectors include software and services, with 97% of S&P 500 members in that sector trading at least 10% below their 52-week highs, alongside similar declines in semiconductors, consumer discretionary, and financial services [6].
X @Yuyue
Yuyue· 2026-03-16 22:32
原油回调 -> 纳斯达克反弹 -> BTC 弱反弹其实两个剧本我都看好 $BTC 的未来,只是目前还在熊市,今年不指望 BTC 涨多少,跟 Gracy 说得差不多,也有可能再下跌 20% - 30%。长线看好的话拿好底仓,波段高抛低吸这两天关注一下能不能突破 75k 这个盘了一个月没突破的价格吧Yuyue (@yuyue_chris):个人认为目前对 $BTC 定价的最大分歧就是身份危机,定价锚点不断切换,乍一看逻辑是混乱的。一会儿数字黄金,一会儿又是科技股的杠杆衍生品这两种逻辑都说得通,但随着 AI 的参与,我觉得需要尊重 AI https://t.co/0uNlwPzjcA ...
二朗相争会导致熊市吗?
猛兽派选股· 2026-03-12 05:55
Group 1 - The article discusses the potential impact of the ongoing conflict between Russia and Ukraine on the stock market, questioning whether it could lead to a bear market similar to the one experienced after the outbreak of the war on February 24, 2022 [1] - From a momentum perspective, the previous market downturn was characterized by a long-term top divergence that broke below the 200-day volume-weighted moving average, whereas the current market does not exhibit such divergence, indicating that the overall trend remains intact [2]