币圈严选
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币圈严选
大家好，我姓严，所以叫严选。
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I never mess with futures, but I couldn't resist opening a small long position at this price; I'm aiming for a 10x gain before I cash out.
AR just secured $30 million in financing, which converts to 260 million RMB.
At the same time, they're partnering with the institution mate for storage. From these angles, the tech is solid, and the application is practical. The biggest fear when buying crypto is getting caught up in hype or scams. AR doesn't carry those risks; just stack up and hold for the long haul.
At the same time, they're partnering with the institution mate for storage. From these angles, the tech is solid, and the application is practical. The biggest fear when buying crypto is getting caught up in hype or scams. AR doesn't carry those risks; just stack up and hold for the long haul.
APi3, time to take profits at the peak. We have two strategies:
1. Sell off and wait for a dip around 0.3 to buy back in.
2. After selling, grab some UMA, since both are in the same sector and tend to rotate upwards together.
1. Sell off and wait for a dip around 0.3 to buy back in.
2. After selling, grab some UMA, since both are in the same sector and tend to rotate upwards together.
I originally wanted to recommend this Metis tonight, and the reason for the recommendation is that the total supply is low, the price is low enough, and it is still actively posting updates without running away.
However, because the drop has indeed been too low, I felt embarrassed to ask others to get in. What if it runs away? So I didn't recommend it, but unexpectedly, it went crazy in the afternoon.
However, because the drop has indeed been too low, I felt embarrassed to ask others to get in. What if it runs away? So I didn't recommend it, but unexpectedly, it went crazy in the afternoon.
AR spot buyers are numerous, retail investors, small institutions, and believers have been continuously bottom-fishing at 1.5–2, and the trading volume is genuinely active: today when it rose to 2.2, the 24-hour transaction amount was about 14 million, with a high turnover rate, indicating that there has always been capital coming in and out; it is not a stagnant pool. The total amount of AR is 66 million, almost entirely in circulation, and the early whales who needed to sell have already sold; now the selling pressure at low levels is light, and even a little buying can drive the price up.
Permanent storage + AI computation (AO) narrative is still ongoing, top VCs (a16z, Coinbase) are investing, and some are betting that it can return to $20–$50 in the next bull market.
With low prices, some feel it's cheap and dare to buy; it is now a high-risk, high-reward speculative phase.
Permanent storage + AI computation (AO) narrative is still ongoing, top VCs (a16z, Coinbase) are investing, and some are betting that it can return to $20–$50 in the next bull market.
With low prices, some feel it's cheap and dare to buy; it is now a high-risk, high-reward speculative phase.
The permanent storage value of AR is actually underestimated by many
We often say that history is written by the victors, and many past events, over time, will be artificially modified or deleted. Content that is unfavorable to oneself will be quietly altered, and one-sided statements gradually become accepted facts. Ordinary people have no way to verify the truth, whether it is past historical materials or current social hot topics and international events. Information tampering has always been a long-standing issue. Most data on the internet is currently stored on the servers of major platforms, which have the authority to modify or delete information. Once public opinion shifts, or out of some interests, related news content can be edited or replaced, and the originally real details vanish. What future generations see are only the deliberately processed contents. The greatest significance of AR's permanent storage lies here; it differs from ordinary storage methods. Once data is uploaded and saved, no one can change or delete it. The content will be permanently retained in its original form, free from human intervention, allowing the real-time news and key events that occur to be completely recorded, preserving the original truth directly. It will not be rewritten with changes in circumstances. It is important to know that there have always been information biases in any era, and many truths are gradually covered up over time due to the lack of an unalterable record carrier. People usually only regard AR as a simple data storage tool, overlooking its deep value in combating information tampering. It is equivalent to leaving indestructible evidence for every piece of real news, enabling future generations to access the most original records without being misled by later statements. Breaking the inherent rules of history defined by the strong, this point alone is enough to illustrate that the actual value of AR's permanent storage far exceeds the superficial understanding of the public. Compared to simply storing materials, preserving truth and fixing facts, ensuring that real information is never tampered with is its most precious and irreplaceable core value.
We often say that history is written by the victors, and many past events, over time, will be artificially modified or deleted. Content that is unfavorable to oneself will be quietly altered, and one-sided statements gradually become accepted facts. Ordinary people have no way to verify the truth, whether it is past historical materials or current social hot topics and international events. Information tampering has always been a long-standing issue. Most data on the internet is currently stored on the servers of major platforms, which have the authority to modify or delete information. Once public opinion shifts, or out of some interests, related news content can be edited or replaced, and the originally real details vanish. What future generations see are only the deliberately processed contents. The greatest significance of AR's permanent storage lies here; it differs from ordinary storage methods. Once data is uploaded and saved, no one can change or delete it. The content will be permanently retained in its original form, free from human intervention, allowing the real-time news and key events that occur to be completely recorded, preserving the original truth directly. It will not be rewritten with changes in circumstances. It is important to know that there have always been information biases in any era, and many truths are gradually covered up over time due to the lack of an unalterable record carrier. People usually only regard AR as a simple data storage tool, overlooking its deep value in combating information tampering. It is equivalent to leaving indestructible evidence for every piece of real news, enabling future generations to access the most original records without being misled by later statements. Breaking the inherent rules of history defined by the strong, this point alone is enough to illustrate that the actual value of AR's permanent storage far exceeds the superficial understanding of the public. Compared to simply storing materials, preserving truth and fixing facts, ensuring that real information is never tampered with is its most precious and irreplaceable core value.
AR is quietly rebounding, and some positions can be taken. After observing the trend for a few months, it can be confirmed that 1. The price is already at the bottom; 2. Trading has turned positive after half a month, indicating that sellers have basically stopped selling. 3. The trading volume has maintained 3-4 million daily, recently increasing to 4-5 million.
All signs indicate that AR's darkest moment has passed, and it is gradually moving towards a rebound.
So is it worth buying? The judgment is simple: Does the project have practical use? Will it be delisted? Is there a whale, and is the whale secretly accumulating? If there are no issues, then it can be bought. I will first take a position of 1600 and wait quietly.
All signs indicate that AR's darkest moment has passed, and it is gradually moving towards a rebound.
So is it worth buying? The judgment is simple: Does the project have practical use? Will it be delisted? Is there a whale, and is the whale secretly accumulating? If there are no issues, then it can be bought. I will first take a position of 1600 and wait quietly.
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交易员徐先生
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$CAKE Who can explain the massive destruction of cake in the black hole every month? This month, over a hundred million has already been sent to the black hole address. If this continues, won't the circulating supply disappear in a month or two? Some say it's the destruction of cross-chain tokens, but it shouldn't require this much. Can the big players analyze this? Moreover, the total number of black hole addresses has exceeded 3 billion? How many cakes have actually been issued? It’s said there are only 800 million in total? Even if 50,000 is issued daily, that's only over 15 million a year. The data doesn't match up? Can project party @PancakeSwap explain? #Cake
{future}(CAKEUSDT)
{future}(CAKEUSDT)
Please let the cryptocurrency market return to value. Coins like "Here comes the horse, Binance life" are meaningless. Platforms should not lead the way in driving out good coins with bad ones.
When there are too many low-quality tokens, some people will pay attention to those tokens. This is very unfair to chains that have teams and technology, as they cannot attract user and funding attention.
This results in fewer teams focusing on technology. Users do not pay attention to valuable coins. Right now, when CZ recommends valuable coins, no one pays attention, but there are many people buying the low-quality tokens.
Tolerating low-quality tokens is an act of driving out good coins, which will backfire on the platform and the industry.
When there are too many low-quality tokens, some people will pay attention to those tokens. This is very unfair to chains that have teams and technology, as they cannot attract user and funding attention.
This results in fewer teams focusing on technology. Users do not pay attention to valuable coins. Right now, when CZ recommends valuable coins, no one pays attention, but there are many people buying the low-quality tokens.
Tolerating low-quality tokens is an act of driving out good coins, which will backfire on the platform and the industry.
Yi He
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On the Crest of the Wave in 2025
In the year 2024, when the tide of the times rolls in, some are swallowed by the storm, while others hold their torches against the wind. This year, Bitcoin breaks through the $100,000 mark, declaring to the world with a string of code that consensus will eventually split the dark clouds; Trump loudly launches 'Trump Coin', and the collision of politics and blockchain sparks absurd yet real flames; CZ returns to social media to continue his chatter, taking over Labs and renaming it YZi Labs, still the boy who has always been bullish on Bitcoin. Binance silently prowls, with global registered users surpassing 250 million, and the total trading volume of spot and derivatives reaching the $100 trillion mark. Behind every digit are countless sleepless nights. This year, Binance has more than 5,000 employees, with 172 employees receiving year-end bonuses exceeding 1 million RMB, and 3,271 receiving bonuses exceeding 100,000 RMB, the highest bonus being 10.2 million. We hope to give the best treatment to the best people in the market. If you're strong enough, come and ride the wave!
It's been a long time since I spoke out, but I still maintain a habit of observing the market for two hours every day. I just don't want to talk because the market is too poor, but I still want to say a few words given how bad it is.
Based on time, price, and oversold conditions, we are currently at a stage bottom. The next movement will be a rebound, but the rebound will be at most one or two times, followed by another bottom test. The second bottom test will not be lower than today's price, then it will start to fluctuate horizontally for a few months, and finally there will be another significant drop. This is the trend for the next year.
There is an opportunity to seize here.
The first stage bottom has already arrived, and entering the market now to catch a 50%-100% rise is feasible.
After making a profit, liquidate your holdings and wait for a significant drop to buy in again.
So there are many options available to buy now; basically, you can buy with your eyes closed.
But do not buy coins with excessive issuance and large unlocks every month. Even if cz promotes it, do not touch it.
Based on time, price, and oversold conditions, we are currently at a stage bottom. The next movement will be a rebound, but the rebound will be at most one or two times, followed by another bottom test. The second bottom test will not be lower than today's price, then it will start to fluctuate horizontally for a few months, and finally there will be another significant drop. This is the trend for the next year.
There is an opportunity to seize here.
The first stage bottom has already arrived, and entering the market now to catch a 50%-100% rise is feasible.
After making a profit, liquidate your holdings and wait for a significant drop to buy in again.
So there are many options available to buy now; basically, you can buy with your eyes closed.
But do not buy coins with excessive issuance and large unlocks every month. Even if cz promotes it, do not touch it.
Hold on tight, tonight might be another one-sided crash in the market
Is it possible that it is just the manor?
温柔点怕疼
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$BEAT If I were a dog dealer, I would crush this big fish and not give it any chance to escape. There might be a small bounce in between to entice it to continue increasing its position.
Many netizens' family trees have been lost. Can't you create a blockchain family tree? This is very important for Chinese people.
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Can
币圈严选
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Has the Fear Index Bottomed Out?
According to Plain Language Blockchain analysis: the market is experiencing significant blood loss, and on November 16, the cryptocurrency fear and greed index fell to 9, the lowest point since the global market crash triggered by the COVID-19 pandemic in March 2020. As of November 18, although the index slightly rebounded to 12, it remains in the extreme fear zone. Bitcoin has lost the significant psychological barrier of $100,000 and even hit a six-month low on the morning of November 18, triggering a widespread crash among altcoins.
Why is the market so panicked?
The market had previously expected that the Federal Reserve would cut interest rates in December; however, the Fed's hawkish stance has completely shattered this expectation. This bull market is based on the acceptance of cryptocurrencies by ETFs, and they are believed not to sell during short-term fluctuations. In this storm in November 2025, the market witnessed a record net outflow of funds. Since the beginning of November alone, the net outflow of Bitcoin ETFs has exceeded $2.3 billion. At the beginning of November, long-term holders rarely sold a large number of approximately 815,000 BTC. Data platform Santiment also confirmed that since October 12, whale wallets holding between 10 and 10,000 BTC have sold around 32,500 Bitcoins. It's no wonder that such fear has arisen.
Why is the market so panicked?
The market had previously expected that the Federal Reserve would cut interest rates in December; however, the Fed's hawkish stance has completely shattered this expectation. This bull market is based on the acceptance of cryptocurrencies by ETFs, and they are believed not to sell during short-term fluctuations. In this storm in November 2025, the market witnessed a record net outflow of funds. Since the beginning of November alone, the net outflow of Bitcoin ETFs has exceeded $2.3 billion. At the beginning of November, long-term holders rarely sold a large number of approximately 815,000 BTC. Data platform Santiment also confirmed that since October 12, whale wallets holding between 10 and 10,000 BTC have sold around 32,500 Bitcoins. It's no wonder that such fear has arisen.
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