Some random thoughts:

Street stall scam: setting up a stall to play the game - appearing in the same game - crowds watching - little cutie taking the bait

Corresponding stage: starting the market - looking for support - watching and pulling up - finding someone to take over the market

etf (Cancun): Institutional application (foundation announcement time) - various policy news from various experts and sec (continuous development and ecology of L2) - other national institutions are watching and preparing to participate (retail investors question) - preparation for the actual launch of the next Means (chasing high and holding tight)

Then continue to change the subject and continue to evolve!

Most of my topics belong to the magic token, or you can follow me. I hope that people with independent thoughts or rational and objective minds will follow me and want to develop in encryption together. Let's communicate and discuss together, even quarrel, and collide with opinions to grow together!
$ARB $OP $MAGIC

I learned a new point of view today: From now on, a new stage of altcoins has begun. For those who do not have a BTC/ETh bottom position, they must quickly establish a bottom position. From now on, they must increase their investment in altcoins. Of course, this is much more difficult than just investing in the big brother and the second brother, and there are many choices. There are also many risks, and of course there are also many benefits. In the past few rounds of rebounds, if the copycat in your hand is lying or continuing to decline! Then you have to take a good look at them. On the contrary, for some copycats with large fluctuations or that have risen a lot, don’t be afraid, afraid, or suffer losses due to the increase. Continue to hold them and continue to increase your strength and increase the price. amount of money, stay invested and focused on them.
$ARB $OP $MATIC

$MAGIC and $XAI will have a separate market. The reason is that the arb Foundation is preparing to allocate 100-200marb to develop the game ecosystem.
: 804057074, and I want ten friends to go together!

New year, new weather $MAGIC $ARB $OP
:804057074

I wrote a magic eden solution: https://x.com/zrb19951025/status/1755446765594284410?s=46

I personally recommend buying magic eden points, currently 0.04usdc/piece, 🤣🤣 to gain a high profit, and will airdrop according to the points in the future. For details on how to buy, you can consult/comment with me $BLUR $MANTA $ALT

The magic project team wants to make L2 for eth by itself, and then release its own sdk package like the OP, allowing other games to use/cooperate with it, and then take part of the cost of the sequencer (the gas fee packaged for eth) as its own, and choose to burn it Or the national treasury, its plans and ambitions are not as big as usual.
$MAGIC $SOL

If you find something that is not contradictory, it is a good target!

Rough list:

High return, low risk, good target
High return, high risk, better target
Low return, low risk, general target
Low return, high risk, poor benchmark

Compared to other markets:
btc/eth is a good target
arb/op/pyth, etc. are better targets or general targets
ssv/lido, etc. are general targets
eos/fil, etc. are average or poor

The point of disagreement is here. See how everyone classifies and benchmarks the targets in their hands to achieve the desired effect.

If you want high returns, you will face two situations. Do you need to analyze your investment targets clearly and understand the risk factors and adverse conditions that may arise in the future? This needs to be paid attention to and solved.
If you want low returns, you will also face several situations, but I think if you want low returns, it is not recommended to make choices and invest in the crypto market.

In fact, it is nothing more than: correct ideas coupled with correct actions. You cannot want high-yield, low-risk products and choose other low-yield or high-risk targets. You need matching, research and analysis, and a rational, objective and fair attitude to make choices and squeeze out your own chips!
$MANTA $ALT $ARB

#热门话题 #内容挖矿

Today, let’s talk about some recent thoughts and observations about the target $BIFI .
During this period of time, I have been thinking about what tracks and opportunities there are that have not been noticed after the adoption of ETF! With many tracks and many targets, the profitability of entering the market at this time is limited, and the risks are gradually increasing. How I noticed this coin:
1. The approval of ETF is a long-term benefit to Coinbase. As a place where major ETF providers provide BTC, Coinbase will definitely become more and more important in this industry in the long run, so I put
Let’s compare coinbase and binance to see what other opportunities are available. The answer is: L2
2. Because Coinbase will not issue coins for the time being, there is naturally no chance for Coinbase to offer tokens for people’s platforms like Binance bnb. So I decided to go to the base chain and take a look at its ecology. Note: I personally think that the base chain will have a lot of resources and advantages derived from ETFs in the future. It is backed by exchanges and the exchanges have strong ability to attract money. In summary, I think this is a major reason why the value of base has not yet been discovered. .
3. I have read some of the base ecology, but to be honest I don’t have a particularly detailed and comprehensive understanding of it. I have seen bifi, as well as its token model and functions. Simply put, it is a defi revenue aggregator. The supply of this token itself is less than 80,000. Secondly, the total valuation is low, it has real applications, and the upper limit is high.
4. The relevance of defi and token securitization (rwa). Once funds enter defi, and rwa, they will inevitably look for stable, high-yield products and pools, and at this time, their imagination and demand will rise. , which is another reason why I think it has potential.
5. Entering into the agreement, the empowerment and application of bifi is quite good. Simply put, it is governance and sharing, with a weak binding relationship. However, the overall valuation of the project is low, and there are real needs and applications. The project The response is more flexible. An additional point is that there is currently no mortgage, lending and contract trading, and its status and energy in the exchange are low.
6. I have already purchased it. The above is to share my own views and opinions. Of course, if you follow me or have different views and opinions, please leave a message in the comment area.
$BIFI #内容挖矿 #bifi $MAGIC

Is this a simple proposal to convert arb L3 to op l2?
It's a bit confusing, with half pros and cons...$MAGIC also said that $XAI and magic are not the same thing, please go and find out more about it! Just keep observing

Don't believe the nonsense that Ethereum is over in the market. My idea is that this round of Ethereum is still the focus of attention, and the space is still larger than BTC at this node: one of the reasons is that although Ethereum no longer has the demand for ETH from the previous round of ICOs and NFTs, this round has changed the gameplay, and staking is the mainstream. With a total of 100 million, 1 million will be staked if there are 10 L2s, plus the reserves of major institutions and retail investors, ETH will become increasingly scarce over time. On the one hand, the supply is reduced - the burning mechanism of EIP-1855, on the other hand, the demand is increased, and each L2 locks up ETH. The future is bright, don't follow the crowd.
"A new tulip bubble has begun, starting with ethrestaking; embrace the bubble, enjoy the bubble, enjoy the benefits"
$ETH $ARB $PEOPLE

Compare:
xai 2.5 billion 0.8317 Ecologically weak
magic 350 million 1.02 Ecologically average
Total market capitalization comparison:
xai 2.085 billion
magic 356 million
Comparison of circulating market capitalization:
xai 231 million
magic 264 million

With xai as the anchor target, the total market value is calculated:
magic is undervalued by about 6 times, with a reasonable price of about $6;
With magic as the anchor target, the total market value is calculated:
xai is overvalued by 600%, with a reasonable price of $0.1383;

Calculated based on the circulating market value, the two are balanced—$XAI $MAGIC
The total market value determines the maximum upper limit of the token, and the circulating market value determines the minimum lower limit of the token.

Today, let’s talk about some recent thoughts and observations—$BIFI .
During this time, I have been thinking about what unnoticed tracks and opportunities there are after ETF is passed! For many tracks and many targets, the profitability of entering the market at this time is limited, and the risks are gradually increasing. How I noticed this coin:
1. The approval of ETF is a long-term benefit to Coinbase. As a place where major ETF providers provide BTC, Coinbase will definitely become more and more important in this industry in the long run, so I compared Coinbase and Binance and found out What opportunities are available. The answer is: L2
2. Because Coinbase will not issue coins for the time being, there is naturally no chance for Coinbase to offer tokens for people’s platforms like Binance bnb. So I decided to go to the base chain and take a look at its ecology. Note: I personally think that the base chain will have a lot of resources and advantages derived from ETFs in the future. It is backed by exchanges and the exchanges have strong ability to attract money. In summary, I think this is a major reason why the value of base has not yet been discovered. .
3. I have read some of the base ecology, but to be honest I don’t have a particularly detailed and comprehensive understanding of it. I have seen bifi, as well as its token model and functions. Simply put, it is a defi revenue aggregator. The supply of this token itself is less than 80,000. Secondly, the overall valuation is low, it has real applications, and the upper limit is high.
4. The relevance of defi and token securitization (rwa). Once funds enter defi, and rwa, they will inevitably look for stable, high-yield products and pools, and at this time, their imagination and demand will rise. , which is another reason why I think it has potential.

I have not purchased it yet, I am only doing analysis and research.
What do you think? Let’s communicate together!

Increase your position! Copycat! Great opportunity! Study the following bifi carefully, the chances are great.
$MAGIC $BIFI

If the West is not bright, the East will be bright. Perhaps passing is the best way for everyone. $GMX $PENDLE $ETH

I just saw a person in the square who said he wanted to short eth - Figure 1. I typed up some comments. Later I thought about it and deleted it. I gave the idea to friends who follow me. It may not be correct and is for reference only.

My reply and thoughts——

"The logic is not self-consistent! If it passes, the "hedging funds" will flow back to the big pie. If you want to avoid this risk, you must go to the big pie to avoid danger. How can you go to the king of copycats, eth, to avoid danger? First, once it passes, btc will be very It is possible that it will not rise but fall, but eth will most likely rise. Cancun and eth etf, which are closely followed, are both good topics and hot spots. If it does not pass, the probability will be the same, because eth has not risen so much before. , so I personally feel that once there is a correction, the magnitude will be relatively small. To sum up, the profit-loss ratio of shorting eth is not high and the risk is relatively high."

On the contrary, I think it is more important to increase investment in eth, eth ecology, and L2 series at this time. Maybe it is my personal butt that determines my head.

I still prefer and hope for the second script - Picture 2! 🥹

$ARB $OP $MAGIC

$ORDI $ARB $OP
My ideal best script, just my personal opinion, for reference only!

$MAGIC has never had an independent market, and is even weaker than $ARB .
The combined result of the two situations:
1. The project did not meet expectations
2. The project’s highlight moment has not yet been reached.
L2 will be the focus of competition in the future and will see a large influx of liquidity.
And I always feel that what determines L2 is the ecological project, which is a high-quality ecological project; Magic is one of them, it is a transitional and mid-level game from inferior games to 3a games; the better thing is that the focus of the project is correct, and Magic and Work hard on ecology. As for what the future holds, we are always paying attention.

I saw Professor Suo’s funny quotes on x:
It feels like it's not the $BTC etf that's about to pass, but the $TRB etf.
Killing me.
Happy New Year $ETH

I remember in the past, when dot and atom were still in the promotion and development stage. At that time, I was ignorant. Everyone was saying that eth was the king of encryption besides Bitcoin. But the price of eth was already very high, so I was wondering if I could find the same target to reach eth or become the same platform. Dot was the most promising one at that time, because at that stage, dot was developed enough to rival eth 2.0 ( (as it was called at that time), and everyone knew it later. Dot is now on the verge of encryption? What are the reasons for my thoughts and operations? One is greed, and the other is my understanding of encryption is too simple! Is speed most important in encryption? Is security the most important thing about encryption? Is decentralization (censorship resistance) the most important thing for crypto? Everyone's answer may be different, which will affect the promising targets and investments. After a period of study, I realized the greatness of eth! In addition to the many innovations and opportunities that eth brings to encryption, what is ultimately needed is the tolerance and openness of the eth community and team, so that people do not need a reason to worry more about hidden dangers.

Today, someone else said that Sol is going to flip eth. As long as you read more and be more thorough, you should have your own independent thinking. The probability is very low!

Some simple thoughts, let’s chat casually when we have time. After $MAGIC breaks through the upper pressure, the upper limit and ceiling will be very high, and the $OP ceiling has been opened. After the btc etf hype, will the eth etf hype in May? Whether chain games will be accepted by the market is unknown. Keep looking forward and be firmly optimistic about $ETH !

Welcome to communicate and discuss!