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BTC未来会100万美元一枚
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AI agent is the main narrative, far surpassing the 21-year metaverse.
Hype will be the main battleground, terms like virtual should take off if they are launched - new entities, new tracks, new flywheels, new opportunities.
Hype is the only one that matches or exceeds Binance in terms of liquidity and depth, Binance needs to immediately acquire some equity or buy coins as a strategic layout.
VC coins, AI coins, centralized, decentralized.
It's very interesting, some things are destined to happen.
Hype will be the main battleground, terms like virtual should take off if they are launched - new entities, new tracks, new flywheels, new opportunities.
Hype is the only one that matches or exceeds Binance in terms of liquidity and depth, Binance needs to immediately acquire some equity or buy coins as a strategic layout.
VC coins, AI coins, centralized, decentralized.
It's very interesting, some things are destined to happen.
See original
About the HYPE ecosystem
$hype = Decentralized version of FTT (the team is better than SBF) + Solana chain (to be launched, but the wealth effect has already exploded)
$purr = Official mascot meme, 200 million, transaction fee buyback, large trading volume.
$farm = Ponzi game, cleverly designed, tens of millions
$hfun = HYPE chain's pumpfun + tgbot? The token has empowerment.
$hype = Decentralized version of FTT (the team is better than SBF) + Solana chain (to be launched, but the wealth effect has already exploded)
$purr = Official mascot meme, 200 million, transaction fee buyback, large trading volume.
$farm = Ponzi game, cleverly designed, tens of millions
$hfun = HYPE chain's pumpfun + tgbot? The token has empowerment.
See original
AI agent track
$goat - similar to BTC meme
virtual and ai16z - similar to eth and sol in the last round
game and ELIZA - similar to dex or L2 in eth and sol ecosystems
hype track
$hype = decentralized version of FTX+FTT+SOL chain in the last bull market
This is my understanding
$goat - similar to BTC meme
virtual and ai16z - similar to eth and sol in the last round
game and ELIZA - similar to dex or L2 in eth and sol ecosystems
hype track
$hype = decentralized version of FTX+FTT+SOL chain in the last bull market
This is my understanding
See original
The AI agent track will have projects ranging from 10 billion to 50 billion. Currently, it looks like:
First, agent platforms or frameworks such as virtual game AI, 16z, ELIZA, etc.
Second, leading meme types, $goat — this one is particularly interesting. Binance does not list it on spot trading, but if we believe that 'trend is the force that surpasses everything,' then we just need to persist in doing the right thing and wait.
First, agent platforms or frameworks such as virtual game AI, 16z, ELIZA, etc.
Second, leading meme types, $goat — this one is particularly interesting. Binance does not list it on spot trading, but if we believe that 'trend is the force that surpasses everything,' then we just need to persist in doing the right thing and wait.
See original
If there’s a big bull market, which coins can earn more?
—The three key points are barbell, long hold, and leaders.
"The better the prediction, the greater the risk."
I once "escaped the peak" at the end of April, with an 80% empty position. When it later dropped from nearly 70,000 to 49,000, I was once smug, but the only gain was the lesson above and the potential for amazing losses.
Because of this, I wrote a sentence: knowing "what to do" made me a lot of money; not knowing "what not to do" caused me to lose a lot of money.
It doesn't matter if you don't understand the above; just ignore it. Let's talk directly about positions and logic.
1. Let's talk about trends first.
First, let's state my viewpoint: my judgment is that the bull market has just begun.
"The better the prediction, the greater the risk."
I once "escaped the peak" at the end of April, with an 80% empty position. When it later dropped from nearly 70,000 to 49,000, I was once smug, but the only gain was the lesson above and the potential for amazing losses.
Because of this, I wrote a sentence: knowing "what to do" made me a lot of money; not knowing "what not to do" caused me to lose a lot of money.
It doesn't matter if you don't understand the above; just ignore it. Let's talk directly about positions and logic.
1. Let's talk about trends first.
First, let's state my viewpoint: my judgment is that the bull market has just begun.
See original
No one can deny one thing. Without $GOAT, there would be no subsequent explosion of tokens or ecosystems related to AI MEME or AI AGENT.
If this cannot be denied, there is no doubt that $GOAT is the leader.
But the view still needs to be verified by the position, give it more time.
If this cannot be denied, there is no doubt that $GOAT is the leader.
But the view still needs to be verified by the position, give it more time.
See original
GOAT is the BTC of AI
I entered the market with 200 million, and exited in batches of 400 million to 600 million, with a position of several million U. Subsequently, GOAT rose all the way to 1.3 billion, and now it has retreated to around 600 million, which is already good from the K-line.
At that time, it was just a meme hype, but now it is different, AIMEME is unstoppable. This section VIRTUAL and AI16Z, etc. are all real things, and there will be more interesting AGENTs in the future
But logically, the stronger the application, the bigger the ecosystem. However, the more so, people will eventually face a difficult problem: which one should more and more agents buy? None of them is easy to hold on to for a long time. After all, there will always be stronger ones than functions.
At that time, it was just a meme hype, but now it is different, AIMEME is unstoppable. This section VIRTUAL and AI16Z, etc. are all real things, and there will be more interesting AGENTs in the future
But logically, the stronger the application, the bigger the ecosystem. However, the more so, people will eventually face a difficult problem: which one should more and more agents buy? None of them is easy to hold on to for a long time. After all, there will always be stronger ones than functions.
See original
AI MEME is still fierce, and the most undervalued right now should be $GOAT, after all, the little brother has already reached 400 million, while the leader driven by A16Z and WM's market making is only over 500 million.
GOAT is the BTC of the AI track, while other coins are just other coins.
GOAT is the BTC of the AI track, while other coins are just other coins.
See original
"Is it the top? Is the bull still there?"
"The top is 150,000, the top is 200,000!"
You can always see countless predictions in the market; people are always looking for the person who predicts the best. However, in reality, the person who predicts the best is not necessarily the one who makes the most money.
The one who makes the most money is the one who knows what to buy and can hold on to it, not the one who chases highs and sells lows, making hundreds of trades a day.
"The top is 150,000, the top is 200,000!"
You can always see countless predictions in the market; people are always looking for the person who predicts the best. However, in reality, the person who predicts the best is not necessarily the one who makes the most money.
The one who makes the most money is the one who knows what to buy and can hold on to it, not the one who chases highs and sells lows, making hundreds of trades a day.
See original
This year
You sent a total of 130 "The cow is back, hurry home"
Sent 200 times "The big one is coming", 380 times "Run away"
864 times "Damn it, it's back again"
Your level of optimism surpasses 99% of retail investors nationwide
You thought your emotions became stable and your personality gradually brightened, but in fact, you have already gone crazy.
You sent a total of 130 "The cow is back, hurry home"
Sent 200 times "The big one is coming", 380 times "Run away"
864 times "Damn it, it's back again"
Your level of optimism surpasses 99% of retail investors nationwide
You thought your emotions became stable and your personality gradually brightened, but in fact, you have already gone crazy.
See original
On one side, there are the President of the United States and a bunch of advisors supporting Bitcoin, while on the other side, companies like MicroStrategy and Mara are frantically buying Bitcoin, continuously strengthening the Ponzi scheme.
May I ask, should we 'sell at the top' now?
May I ask, should we 'sell at the top' now?
要，我边涨边卖。
46%
不要，牛才开始！
54%
299 votes • Voting closed
See original
According to GLASSNODE data
There are only 16,886 addresses holding 100 BTC!
Only 2,069 hold 1,000.
And the legendary 10,000 coin holders are only 96.
The above data also includes addresses from exchanges, governments, and some on-chain protocol addresses, such as MicroStrategy with 380,000, and the $solv protocol with 25,000.
It is said that the amount of BTC held by each person when entering the circle is the highest...
There are only 16,886 addresses holding 100 BTC!
Only 2,069 hold 1,000.
And the legendary 10,000 coin holders are only 96.
The above data also includes addresses from exchanges, governments, and some on-chain protocol addresses, such as MicroStrategy with 380,000, and the $solv protocol with 25,000.
It is said that the amount of BTC held by each person when entering the circle is the highest...
See original
When BTC reached $100,000, I looked at my meme that was still down 30%, and with mixed feelings, I forwarded the news from Caixin about Bitcoin breaking $100,000. My friends and family all liked it, saying that I entered the market early and must have made a fortune. I replied with tears in my eyes, choking back my words: Not much earned, just a small profit.
See original
When BTC reached $100,000, I looked at my meme that was still down 30%, and with mixed feelings, I forwarded the news from Caixin about Bitcoin breaking $100,000. My friends and family all liked it, saying that I entered the market early and must have made a fortune. I replied with tears in my eyes, choking back my words: Not much earned, just a small profit.