雷神
@Square-Creator-45fef1510
17入圈，一度负资产，大号韭菜一个。记录自己和小散能看懂的投资心得。价值投资，长期主义，Crypto是终生事业。推特：https://twitter.com/leishenvalue
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The four-year cycle is indeed not tenable. Don't be too rigid and follow the general trend. ETFs, macro cycles, and the possibility that countries will use Bitcoin as a reserve asset in the future are more important than halving and will have a greater impact on Bitcoin.
I posted this in the WeChat group, and many people said that the cryptocurrency world is over. I am very puzzled. Is the cryptocurrency world over without the four-year cycle? Is the rise of Bitcoin due to halving? How fragile is this belief?
I posted this in the WeChat group, and many people said that the cryptocurrency world is over. I am very puzzled. Is the cryptocurrency world over without the four-year cycle? Is the rise of Bitcoin due to halving? How fragile is this belief?
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Why is there so much publicity for Fractal? There are so many analysis articles and tutorials. It's really a waste of money.
I read a lot of articles, but I don't understand how this project guarantees the security of Bitcoin and how to bridge the assets on the Bitcoin chain in a decentralized manner. It is promoted as a Bitcoin L2, but what is its foundation in L2? It looks more like a side chain or a forked chain.
One article said well that the biggest highlight of Fractal Bitcoin is that it comes from the Unisat team. The previous project was popular and made some noise, and this time the noise is still not small, and the publicity is really strong.
And this time, several projects can be coordinated. For example, SWAP can be carried out on this chain, no matter what it is, and it is said to empower $1000SATS PIZZA. It can also airdrop the coins of the new project to those who hold these two assets. These two old coins can also provide TVL for the new chain, bring basic assets and transaction needs, and thus increase the market value of the new coin. At that time, the trick of staking and mining new coins will be indispensable. OK, this is a flywheel, this is an ecosystem, the most prosperous Bitcoin ecosystem. This is a flywheel that is about to take off. Just step on the left foot and you will go to the sky. You can tell me whether it is awesome or not.
UNISAT family bucket, from 1 billion US dollars to 5 billion US dollars. Of course, this also tests the project party's ability to pull the market.
#fractal
I read a lot of articles, but I don't understand how this project guarantees the security of Bitcoin and how to bridge the assets on the Bitcoin chain in a decentralized manner. It is promoted as a Bitcoin L2, but what is its foundation in L2? It looks more like a side chain or a forked chain.
One article said well that the biggest highlight of Fractal Bitcoin is that it comes from the Unisat team. The previous project was popular and made some noise, and this time the noise is still not small, and the publicity is really strong.
And this time, several projects can be coordinated. For example, SWAP can be carried out on this chain, no matter what it is, and it is said to empower $1000SATS PIZZA. It can also airdrop the coins of the new project to those who hold these two assets. These two old coins can also provide TVL for the new chain, bring basic assets and transaction needs, and thus increase the market value of the new coin. At that time, the trick of staking and mining new coins will be indispensable. OK, this is a flywheel, this is an ecosystem, the most prosperous Bitcoin ecosystem. This is a flywheel that is about to take off. Just step on the left foot and you will go to the sky. You can tell me whether it is awesome or not.
UNISAT family bucket, from 1 billion US dollars to 5 billion US dollars. Of course, this also tests the project party's ability to pull the market.
#fractal
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Pain is the main theme of cryptocurrencies now. Half a year of sideways trading coupled with the sharp drop in altcoins has caused retail investors extreme pain. Cryptocurrencies are all scams, and altcoins have no hope. Now is the beginning of a bear market, and everyone wants to leave this garbage market as soon as possible. Why is it so painful?
In fact, selling is the biggest contribution these suffering retail investors have made to this market. Retail investors quickly handed over their chips, and the sideways trading will soon end. #美联储何时降息？
In fact, selling is the biggest contribution these suffering retail investors have made to this market. Retail investors quickly handed over their chips, and the sideways trading will soon end. #美联储何时降息？
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Binance launches DOGS, no pattern? Let the market take over
I saw many KOLs scolding Binance for having no vision and launching $DOGS, which is another junk project. The world's largest exchange does not want to contribute to crypto but instead launches a junk project.
I don't know if it's rubbish or not, the market value of the airdrop should be more than 500 million US dollars. I made more than 100,000 from a few telegram accounts of my own. I wanted to create more accounts, but the activity was stopped just after I executed it. I'm not destined to make a lot of money.
I have only a very small chance of taking over, so I will sell what I have first. If the total market value is less than $500 million, I might consider taking some. A project with many addresses holding coins, more than 3 million official followers (the same level as @dogecoin), and listed on many major exchanges, with a market value of less than $500 million, is worth considering. Dog-like MEMEs still have a market.
I don't know if it's rubbish or not, the market value of the airdrop should be more than 500 million US dollars. I made more than 100,000 from a few telegram accounts of my own. I wanted to create more accounts, but the activity was stopped just after I executed it. I'm not destined to make a lot of money.
I have only a very small chance of taking over, so I will sell what I have first. If the total market value is less than $500 million, I might consider taking some. A project with many addresses holding coins, more than 3 million official followers (the same level as @dogecoin), and listed on many major exchanges, with a market value of less than $500 million, is worth considering. Dog-like MEMEs still have a market.
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Now in each group, either people don't talk, or 1% of them are talking nonsense every day.
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In October 2020, the market was sideways for half a year, neither going up nor down, with a slight downward trend. The vigorous DeFi revolution stalled, and the massive emission of the Ponzi death spiral caused the mining coin to plummet by more than 95% in a month. Shorting DeFi coins has become the password for wealth. The Americans arrested the founder of bitmax, and Xu Mingxing was arrested in China. OK coins have become "happy beans" with a serious discount. The crypto bull market is far away, and the future of the industry cannot be seen.
In September 21, the market did not recover after the "519" tragedy, but many altcoins hit new lows in the process of slowly grinding the bottom. In August, the market found a new bright spot. L1s and chain games broke out, which made the long-dormant market pick up, but the withdrawal of domestic exchanges in September completely poured cold water on the market. Is there still a bull market? Is there still hope for encryption? Can domestic coin holders still speculate in coins? Mainland crypto investors cannot see the future.
In September 21, the market did not recover after the "519" tragedy, but many altcoins hit new lows in the process of slowly grinding the bottom. In August, the market found a new bright spot. L1s and chain games broke out, which made the long-dormant market pick up, but the withdrawal of domestic exchanges in September completely poured cold water on the market. Is there still a bull market? Is there still hope for encryption? Can domestic coin holders still speculate in coins? Mainland crypto investors cannot see the future.
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It seems like I have returned to October of 2020 and September of 212
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Since ancient times, bull markets have been followed by crashes. Except for the big bear market, the big bull market has experienced the most crashes. The bigger the rise, the harder the fall. The difference is that the bull market rises before the crash and continues to rise after it, while the big bear market falls before and continues to fall after it.
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Now everyone in the circle is crazy. One moment they are determined to wait for the second test, and the next moment they are still waiting for the second test foolishly? One moment I say the second test is coming. The next moment they say there is no second test, and it was a dog dealer who lured the market into shorting.
The bull market is dead and bull market is back every day. If you keep playing like this, the bull market is really exhausted.
The greed index can also reflect this emotion. If the greed index is above 70, it will drop below 30 after two days of decline, which is fear. If it rises for two days, it can return to above 50, which becomes greed. The change in the range of 30-70 can be achieved by three consecutive rises and falls. It really fits the saying that three days change beliefs.
The whole market sentiment is extremely boring and impatient. Every day, people are guessing whether it is still a bull market or whether there is another bull market in this round. Such extremely useless questions. What if the bull market is there? It seems that the bull market came from October last year to March this year, and most people in the circle made money. The bull market is still there, and the bull market is back, so you can make money? In the end, it is still the same.
Can't make money in a bear market? That time, you can only make money by earning coins well in a bear market.
What most people lack is not a bull market, but the ability to make stable money.
#加密市场反弹
The bull market is dead and bull market is back every day. If you keep playing like this, the bull market is really exhausted.
The greed index can also reflect this emotion. If the greed index is above 70, it will drop below 30 after two days of decline, which is fear. If it rises for two days, it can return to above 50, which becomes greed. The change in the range of 30-70 can be achieved by three consecutive rises and falls. It really fits the saying that three days change beliefs.
The whole market sentiment is extremely boring and impatient. Every day, people are guessing whether it is still a bull market or whether there is another bull market in this round. Such extremely useless questions. What if the bull market is there? It seems that the bull market came from October last year to March this year, and most people in the circle made money. The bull market is still there, and the bull market is back, so you can make money? In the end, it is still the same.
Can't make money in a bear market? That time, you can only make money by earning coins well in a bear market.
What most people lack is not a bull market, but the ability to make stable money.
#加密市场反弹
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The rise of $ETH requires everyone to persist in shorting, and it is best to short.
Thank you to every financial consumer who shorted ETH.
Thank you to every financial consumer who shorted ETH.
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It feels like the last fortress of altcoins in this round, MEME, has been blown up, and the altcoin sector has really hit bottom. What fair launch, no VC dumping, and social consensus capital are all narratives. It is true that all tokens are MEME, but all successful MEMEs are also driven by interest chains. There is no pull-up for no reason, and there is no wealth myth that everyone can copy. Money is not blown by the wind. The public is successful and the public is also defeated. All collapses start from the loss of money by the users who take over.
When all the beliefs of the altcoins collapse and become crypto scams, it is time for Nirvana to be reborn. When shorting the altcoins becomes the wealth code that spreads throughout the market, the rise of the altcoins becomes inevitable.
I have no faith in the altcoins, only faith in undervaluation. The more voices there are in the market, the farther away from such voices you should be. The same is true when people blow around that a certain sector is a revolution.
When all the beliefs of the altcoins collapse and become crypto scams, it is time for Nirvana to be reborn. When shorting the altcoins becomes the wealth code that spreads throughout the market, the rise of the altcoins becomes inevitable.
I have no faith in the altcoins, only faith in undervaluation. The more voices there are in the market, the farther away from such voices you should be. The same is true when people blow around that a certain sector is a revolution.
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ETH thanks Big Brother for helping
The past 24 hours have been a V-reversal day.
I don't know why, but it's pretty hard.
Especially after the end of the US stock trading, Bitcoin rose, driving the entire cryptocurrency market to rebound. Bitcoin did not flow in too much on the ETF side. Only 30 million. I think sometimes we cannot be completely trapped in the fog of ETF inflows and outflows. Inflows and outflows can change at any time. We should observe long-term data rather than short-term data. We cannot think that the ETF inflows pulled up the market just because 30 million US dollars flowed in yesterday. This logic is still a bit far-fetched. Because it cannot explain why Bitcoin was still adjusting despite the net inflow of several hundred million US dollars in the past two days. After all, the market is not controlled by a single factor. In the long run, the data of Bitcoin ETF is still very good. In more than six months, there was a net inflow of 17.5 billion US dollars. Bitcoin rose more and fell less, and ETFs have contributed greatly.
I don't know why, but it's pretty hard.
Especially after the end of the US stock trading, Bitcoin rose, driving the entire cryptocurrency market to rebound. Bitcoin did not flow in too much on the ETF side. Only 30 million. I think sometimes we cannot be completely trapped in the fog of ETF inflows and outflows. Inflows and outflows can change at any time. We should observe long-term data rather than short-term data. We cannot think that the ETF inflows pulled up the market just because 30 million US dollars flowed in yesterday. This logic is still a bit far-fetched. Because it cannot explain why Bitcoin was still adjusting despite the net inflow of several hundred million US dollars in the past two days. After all, the market is not controlled by a single factor. In the long run, the data of Bitcoin ETF is still very good. In more than six months, there was a net inflow of 17.5 billion US dollars. Bitcoin rose more and fell less, and ETFs have contributed greatly.
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Never short a coin just because it has fallen a lot $WLD
$SATS has told you the answer.
For coins like WLD that have a very high total market value and are useless, don't buy them, just stay away from them.
$SATS has told you the answer.
For coins like WLD that have a very high total market value and are useless, don't buy them, just stay away from them.
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The addresses of long-term Bitcoin holders have accumulated 85,000 BTC in the past 30 days. These wallets are neither ETFs, exchanges, nor miners. In the same period, the Bitcoin spot ETF address has recently outflowed 16,000 BTC.
After the ETF was passed, these long-term investors were selling, and they have been selling for several months. They have just started to stock up again, which is one of the reasons why I sold in the past few months. I cleared out the altcoins in February. First, I felt that the sentiment could not continue. The altcoins only had quarterly quotations. Second, I felt that there was no innovation in this round of altcoins. Third, I saw that long-term holders of big cakes had started to sell for a while. Afraid of a callback.
The behavior of this group seems to be very rational as a whole, and they usually become the terminators of the trend. They start buying in a weak market, accumulate for a few months, buy the market into an upward trend, and then start selling when the market reaches the top. After selling for a few months, the market really peaked. #BTC下跌分析
After the ETF was passed, these long-term investors were selling, and they have been selling for several months. They have just started to stock up again, which is one of the reasons why I sold in the past few months. I cleared out the altcoins in February. First, I felt that the sentiment could not continue. The altcoins only had quarterly quotations. Second, I felt that there was no innovation in this round of altcoins. Third, I saw that long-term holders of big cakes had started to sell for a while. Afraid of a callback.
The behavior of this group seems to be very rational as a whole, and they usually become the terminators of the trend. They start buying in a weak market, accumulate for a few months, buy the market into an upward trend, and then start selling when the market reaches the top. After selling for a few months, the market really peaked. #BTC下跌分析
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UNISAT coin issuance categories:
SATS is the SWAP token
PIZZA is the MEME coin
A Bitcoin L2 was created, and an L2 token FB will be issued
UNISAT has not issued any tokens yet
It is estimated that all tokens will be fully circulated, without VC or unlocking, and will be distributed fairly. It is everyone's favorite, just accept it.
SATS is the SWAP token
PIZZA is the MEME coin
A Bitcoin L2 was created, and an L2 token FB will be issued
UNISAT has not issued any tokens yet
It is estimated that all tokens will be fully circulated, without VC or unlocking, and will be distributed fairly. It is everyone's favorite, just accept it.
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The main reason for the decline is that there are still many leeks that have not been cut.
Hurry up and cut them, and the decline will not occur. $BTC
Hurry up and cut them, and the decline will not occur. $BTC
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Catizen is really good. It has released an SDK and announced that it will build a platform. It seems to be a small game platform that allows developers to deploy and publish games with one click.
It is quite capable and worth my investment. However, I started too late. I don’t know how many coins I can get. The coins will be issued this month. Keep watching. #TON生态
It is quite capable and worth my investment. However, I started too late. I don’t know how many coins I can get. The coins will be issued this month. Keep watching. #TON生态
Binance News
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Catizen launches SDK to support publishing games on Telegram
According to BlockBeats, on July 1, Catizen officially announced the launch of Catizen SDK. The SDK provides developers with tools and frameworks to design and build games, and supports one-click deployment of games on Telegram. In addition, Catizen SDK also provides developers with APIs, real-time analysis, and cross-platform compatibility.
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After a small rebound, the market fluctuated again, and it was surprisingly calm. Numbness is a necessary market sentiment, and it is a reflection of no longer having expectations for the market.
A market without expectations is good, which means that there is only a pile of rotten meat left in the market, and rotten meat is not easy to be cut. $BTC
A market without expectations is good, which means that there is only a pile of rotten meat left in the market, and rotten meat is not easy to be cut. $BTC