2025年.10.21 全文都是讨论山寨，因为大多数人来币圈是为了暴富。首先，这个圈子是一个绝对的负和市场，绝大多数山寨不产生任何价值，所以财富都是靠圈外资金进来产生的。BTC不断的在新高，而山寨的上限越来越低，以散户盘为例，people，ordi，币安人生，都是非常典型的散户盘，没有绝对主力。people在21年牛市，只是一个现象级meme，都不是什么新的龙头叙事，都能炒刀12亿刀市值，而ordi作为BTC的MEME新叙事，最高也就20亿刀。币安人生作为新的中文叙事，现在4亿刀都开始疯狂浇给。为什么？因为这个圈子相信山寨的傻子已经被割完了，留下的都是聪明人，都认识到，山寨的价值是0.以前的山寨财富是怎么产生的，是BTC,ETH等主流币带来的圈外资金。早期散户囤BTC，随着华尔街机构的进入，散户被山寨的涨幅所吸引，卖出BTC去抄山寨。即便一开始山寨赚了钱，后续也会因为熊市的来临亏回去，随着一轮一轮的牛熊，散户因为BTC所获得的红利，一步步转移到更高阶的玩家。一个更形象的例子，散户A是18年以前买BTC的傻瓜，B是21年进场的普通人。C是23年进场的聪明人。A后面卖了BTC，去炒山寨，因为A比较菜，所以21-2 ...

Market Sentiment & Trading Strategy - The author expresses enjoyment in participating in on-chain PvP (player versus player) trading on BNB Chain due to familiarity with the tickers and memes [1] - The author contrasts this positive experience with a previous, more difficult experience on Solana, where understanding required constant research [1] - The author advocates for a "龙头策略" (leading project strategy) as a better tactic than PvP trading, advising against excessive PvP [1] Personal Experience & Perspective - The author describes their current experience as a "开心幸运的币安人生" (happy and lucky Binance life) [1] Language & Cultural Context - The author highlights the appeal of Chinese memes in the BNB Chain context [1]

币安上了四个alpha，但是大家在链上p的热火朝天的都是各种中文币，都是“币安人生”的周边pvp其实是一件很浪费机会成本的事情，那些在pvp中丧失掉的钱完全可以在“币安人生”里拿到一个不错的结果，哪怕是从现在开始买入 ...

Trading Strategies & Market Dynamics - The author highlights the transition from PVE (playing against the project team) to PVP (playing against the entire market) in the crypto space [1] - The author initially profited by identifying and trading alongside project teams on BSC, scaling up from small investments to larger positions [1] - The author adapted this strategy to the Solana ecosystem, evolving from pure project team plays to community-driven and narrative-based trading [1] - The author successfully traded $BAN by tracking fund inflows, monitoring new addresses, and calculating cost basis, ultimately exiting with a profit after the price reached 80-90 million market cap [1] - The author emphasizes the importance of combining strong narratives with substantial funding for successful crypto projects [1] Contrasting Approaches & Market Philosophy - 0xEgg acknowledges the high workload and psychological challenges of constantly tracking project teams [1] - 0xEgg notes the difficulty in achieving significant wealth through simply tracking project teams compared to investing in strong narratives [1] - 0xEgg favors a narrative-driven approach, believing that compelling narratives attract project teams and investment [1]

Risk Assessment of Cryptocurrency Derivatives - Contract trading is essentially gambling, unlike spot trading which involves skill and luck [1] - Contract trading can create a false sense of expertise, leading to overconfidence and potential losses [1] - Contract trading can amplify the user's need for market stimulation [1] - High leverage in contract trading can lead to significant financial losses [2] Personal Impact of Contract Trading - Contract trading can lead to devastating financial losses, even after initial success [2] - Extreme market conditions can wipe out substantial profits gained through contract trading [2] - Financial losses from contract trading can lead to desperate measures, including borrowing from friends and family [2] - The potential for financial ruin from contract trading can have severe psychological consequences [2] Recommendation - The industry advises against engaging in contract trading due to its high risks and potential for significant losses [2]

Pvp就像打德州 能者通杀 ...