nasarkhan09
@passionate299
Wishing prosperity for all
Sledite
Sledilci
Všečkano
Deljeno
excellent analysis and forward thoughts on new gems ,which fortunately are also on #BinanceAlphaAlert ,tokens such Ai16z, degenAi and Elizia are promising .
The new emerging concept of #2025Prediction is Desci and the fomo is stunning .
looking forward to digging more in alpha.
$PNUT $USUAL
The new emerging concept of #2025Prediction is Desci and the fomo is stunning .
looking forward to digging more in alpha.
$PNUT $USUAL
Odaily星球日报
--
本周持续关注ai16z系、DRUGS，新增关注METAV、fxn
原创 | Odaily星球日报（@OdailyChina）
作者 | Asher（@Asher_ 0210 ）
上周持有 Meme 总结
ai16z系（ai16z、ELIZA、degenai）
价格表现：
对于 ai16z 系的三个项目，据 GMGN 数据，经过一周时间，ai16z 相较于上周推荐上涨超 150%（9.4 亿美元市值上涨至 24 亿美元），今早创历史新高；ELIZA 相较于上周推荐上涨 244%（4500 万美元市值上涨至 1.55 亿美元）；degenai 相较于上周推荐上涨 100%（4800 万美元市值上涨至 9600 万美元）。
项目动态：
1.ai16z 发起代币经济学更新提案，重点内容包括：2025 年一季度的 Launchpad 阶段，通过收购拥有成熟技术与团队，聚焦 Eliza 框架创新，含多链整合等，增加启动费用、质押等价值捕获机制。第二阶段着眼生态增长与激励协同，让多产品互增价值，增强 ai16z 代币联系，用回购、生态基金等激励开发者。此外，根据贡献者分享的一份文件，ai16z 可能会考虑推出一条专门针对 AI 应用的 Layer 1 区块链。
2. Eliza 框架在 GitHub 12 月趋势榜中排名第一。目前，Eliza V2 处于早期开发阶段，目标是改进架构、可扩展性和插件管理。V1 将保持稳定并专注于 PR、文档和修复。建议开发人员继续在 V1 上构建，后续将告知计划测试 V2 的日期。
3. 对于“ai16z 是否有侵犯 a16z 商标之嫌”的问题，X 用户 @0xjunkdogg 表示无需担心此情况并作出以下解释：已与 a16z 通过邮件沟通；a16z 的 CTO 目前就在 ai16z 的 Discord，但尚未公开发言；a16z 的联合创始人马克·安德森曾转发过 ai16z 项目的相关内容；ai16z 和 a16z 正在共同推进 DUNA 项目，即推动 DAO 在美国的合法化，此前 a16z 已在部分州实现 DAO 合法框架，目前双方正努力扩大其法律覆盖范围。
当前看法：
仍坚定持有 ai16z 系代币，认为目前处于价值发现阶段，且踏空情绪多于 FOMO 情绪。目前 ai16z 系的三个项目，ai16z 关注新代币经济模型更新；ELIZA 关注 1 月 10 日左右的代币经济模型更新；degenai 关注新人工智能代理上线情况。
DRUGS
价格表现：
据 GMGN 数据，经过一周时间，DRUGS 相较于上周推荐价格发生小幅上涨（2300 万美元市值上涨至 5200 万美元）。
项目动态：
1. DRUGS 的 DAO 基金池突破 100 万美元，为 daos.fun 平台市值排队第二大 DAO 基金。
当前看法：
坚定持有，若出现大幅度小跌会继续分批加仓。2025 年币安上线的第一个项目 BIO 为 DeSci 概念，认为 BIO 会带动整个 BIO 板块上涨，且 AI Agent 概念仍为当下热门，因此兼备 AI Agent 与 Desci 概念的 DRUGS 相信会有一轮暴涨行情。
WROM
价格表现：
据 GMGN 数据，经过一周时间，WORM 相较于上周推荐价格发生小幅上涨（2100 万美元市值上涨至 2700 万美元）。
项目动态：
V1 版本正式发布，蠕虫大脑运行在 MarlinProtocol 协议的 TEE 环境，其神经元活动基于 WORM 代币价格实时响应，并驱动“肌肉元”实现动态蠕动呈现。
当前看法：
小幅盈利，继续持有。WORM 叙事独特（AI+动物系 Meme+DeSci），值得博高收益。
本周重点关注清单
METAV
项目介绍：
Skely（ai16z 的成员之一）发布了 AI Pool 是 AI Agent 自主发币项目，这是一种创新的 AI 代理驱动预售系统，旨在提升代币销售的安全性和透明度，AI Pool 发行的第一个代币是 METAV。但值得一提的是，目前 Skely 的 X 账户仍处于被封禁状态（更多 AI Pool 与 METAV 项目相关内容可查看：一夜间众筹超 3 万 SOL，给 AI 打钱的 AI Pool 是下一个 Bome？）。
看好理由：
1. ai16z 系项目+首个由 AI 进行预售项目。AI Pool 为 ai16z 团队成员 Skely 发布的项目，Shaw 也在项目发布前后多次提及，并且 AI Pool 为 AI 自主发币，概念新颖，因此作为 AI Pool 上第一个发行的项目 METAV，值得关注。
价格表现：
据 GMGN 数据，METAV 市值从最高触及 8000 万美元，目前市值 4700 万美元。
合约地址：
HCgvbV9Qcf9TVGPGKMGbVEj8WwwVD6HhTt5E2i3qkeN9
fxn
项目介绍：
fxn 为 AI 集群（即由很多个 AI Agent 组成的 AI Agent 群体）概念，用户可以通过这个仪表板管理自己的资源代理，查看资源使用情况，进行资源交换等，并且提供 SDK 和 API，帮助开发者集成和扩展 FXN 网络的功能，各种 AI agent 间可以共享数据，属于基础设施类项目。
看好理由：
1. ai16z 创始人 Shaw 在上海线下 Dev Meetup 中提及两个不错的拥有 AI 群体概念项目，一个是上周写的 Project89，另一个就是 fxn。
价格表现：
据 GMGN 数据，fxn 市值为 9700 万美元。
合约地址：
92cRC6kV5D7TiHX1j56AbkPbffo9jwcXxSDQZ8Mopump
往期清单
上周持续关注ai16z系、WORM，新增关注 DRUGS、Project89
介绍一种手慢党 Meme 冲法：如何在大跌后埋伏下个暴涨币？
作者 | Asher（@Asher_ 0210 ）
上周持有 Meme 总结
ai16z系（ai16z、ELIZA、degenai）
价格表现：
对于 ai16z 系的三个项目，据 GMGN 数据，经过一周时间，ai16z 相较于上周推荐上涨超 150%（9.4 亿美元市值上涨至 24 亿美元），今早创历史新高；ELIZA 相较于上周推荐上涨 244%（4500 万美元市值上涨至 1.55 亿美元）；degenai 相较于上周推荐上涨 100%（4800 万美元市值上涨至 9600 万美元）。
项目动态：
1.ai16z 发起代币经济学更新提案，重点内容包括：2025 年一季度的 Launchpad 阶段，通过收购拥有成熟技术与团队，聚焦 Eliza 框架创新，含多链整合等，增加启动费用、质押等价值捕获机制。第二阶段着眼生态增长与激励协同，让多产品互增价值，增强 ai16z 代币联系，用回购、生态基金等激励开发者。此外，根据贡献者分享的一份文件，ai16z 可能会考虑推出一条专门针对 AI 应用的 Layer 1 区块链。
2. Eliza 框架在 GitHub 12 月趋势榜中排名第一。目前，Eliza V2 处于早期开发阶段，目标是改进架构、可扩展性和插件管理。V1 将保持稳定并专注于 PR、文档和修复。建议开发人员继续在 V1 上构建，后续将告知计划测试 V2 的日期。
3. 对于“ai16z 是否有侵犯 a16z 商标之嫌”的问题，X 用户 @0xjunkdogg 表示无需担心此情况并作出以下解释：已与 a16z 通过邮件沟通；a16z 的 CTO 目前就在 ai16z 的 Discord，但尚未公开发言；a16z 的联合创始人马克·安德森曾转发过 ai16z 项目的相关内容；ai16z 和 a16z 正在共同推进 DUNA 项目，即推动 DAO 在美国的合法化，此前 a16z 已在部分州实现 DAO 合法框架，目前双方正努力扩大其法律覆盖范围。
当前看法：
仍坚定持有 ai16z 系代币，认为目前处于价值发现阶段，且踏空情绪多于 FOMO 情绪。目前 ai16z 系的三个项目，ai16z 关注新代币经济模型更新；ELIZA 关注 1 月 10 日左右的代币经济模型更新；degenai 关注新人工智能代理上线情况。
DRUGS
价格表现：
据 GMGN 数据，经过一周时间，DRUGS 相较于上周推荐价格发生小幅上涨（2300 万美元市值上涨至 5200 万美元）。
项目动态：
1. DRUGS 的 DAO 基金池突破 100 万美元，为 daos.fun 平台市值排队第二大 DAO 基金。
当前看法：
坚定持有，若出现大幅度小跌会继续分批加仓。2025 年币安上线的第一个项目 BIO 为 DeSci 概念，认为 BIO 会带动整个 BIO 板块上涨，且 AI Agent 概念仍为当下热门，因此兼备 AI Agent 与 Desci 概念的 DRUGS 相信会有一轮暴涨行情。
WROM
价格表现：
据 GMGN 数据，经过一周时间，WORM 相较于上周推荐价格发生小幅上涨（2100 万美元市值上涨至 2700 万美元）。
项目动态：
V1 版本正式发布，蠕虫大脑运行在 MarlinProtocol 协议的 TEE 环境，其神经元活动基于 WORM 代币价格实时响应，并驱动“肌肉元”实现动态蠕动呈现。
当前看法：
小幅盈利，继续持有。WORM 叙事独特（AI+动物系 Meme+DeSci），值得博高收益。
本周重点关注清单
METAV
项目介绍：
Skely（ai16z 的成员之一）发布了 AI Pool 是 AI Agent 自主发币项目，这是一种创新的 AI 代理驱动预售系统，旨在提升代币销售的安全性和透明度，AI Pool 发行的第一个代币是 METAV。但值得一提的是，目前 Skely 的 X 账户仍处于被封禁状态（更多 AI Pool 与 METAV 项目相关内容可查看：一夜间众筹超 3 万 SOL，给 AI 打钱的 AI Pool 是下一个 Bome？）。
看好理由：
1. ai16z 系项目+首个由 AI 进行预售项目。AI Pool 为 ai16z 团队成员 Skely 发布的项目，Shaw 也在项目发布前后多次提及，并且 AI Pool 为 AI 自主发币，概念新颖，因此作为 AI Pool 上第一个发行的项目 METAV，值得关注。
价格表现：
据 GMGN 数据，METAV 市值从最高触及 8000 万美元，目前市值 4700 万美元。
合约地址：
HCgvbV9Qcf9TVGPGKMGbVEj8WwwVD6HhTt5E2i3qkeN9
fxn
项目介绍：
fxn 为 AI 集群（即由很多个 AI Agent 组成的 AI Agent 群体）概念，用户可以通过这个仪表板管理自己的资源代理，查看资源使用情况，进行资源交换等，并且提供 SDK 和 API，帮助开发者集成和扩展 FXN 网络的功能，各种 AI agent 间可以共享数据，属于基础设施类项目。
看好理由：
1. ai16z 创始人 Shaw 在上海线下 Dev Meetup 中提及两个不错的拥有 AI 群体概念项目，一个是上周写的 Project89，另一个就是 fxn。
价格表现：
据 GMGN 数据，fxn 市值为 9700 万美元。
合约地址：
92cRC6kV5D7TiHX1j56AbkPbffo9jwcXxSDQZ8Mopump
往期清单
上周持续关注ai16z系、WORM，新增关注 DRUGS、Project89
介绍一种手慢党 Meme 冲法：如何在大跌后埋伏下个暴涨币？
i have been trading futures in Binance for over 4 years now. I have incurred loads of losses and whatever profits I had made never built up as long wealth.. it just evaporates.
Citirana vsebina je bila odstranjena
it's in Chinese, can't it be in English?
独领风骚必暴富
--
还没进骚哥的kol专属聊天室的，点引用文章黄色字体进了！
定期策略分享，带你跨越牛熊！
$XRP
$SOL
$BNB
定期策略分享，带你跨越牛熊！
$XRP
$SOL
$BNB
$BTC might try to break up resistances this week, given the bullish structure and Data laden week.
It's also important to bear in mind that majority of traders will choose to take profit at this level, as it's a psychological level and also because people had positions open from 60 and 70 levels.
So volatility is abound and stay cautious.
#Write2Earn!
It's also important to bear in mind that majority of traders will choose to take profit at this level, as it's a psychological level and also because people had positions open from 60 and 70 levels.
So volatility is abound and stay cautious.
#Write2Earn!
$BNB The road to $1000 per BNB is now wide open with little obstructions ahead.
It's a phenomenal rise for the token of the largest crypto exchange in the world.
This rise means not just net profit for it's holders but the dawn of a new era of opportunities in web3 and others.
I remember when first started trading $BNB was at 18$ and $BTC around $16000. Such a phenomenal rise .
#Write2Earn!
It's a phenomenal rise for the token of the largest crypto exchange in the world.
This rise means not just net profit for it's holders but the dawn of a new era of opportunities in web3 and others.
I remember when first started trading $BNB was at 18$ and $BTC around $16000. Such a phenomenal rise .
#Write2Earn!
I earlier posted today about potential downside in $XRP given that volatility has peaked in it.
profit taking can occur , stay cautious and safe.
#Write2Earn! #Share1BNBDaily
profit taking can occur , stay cautious and safe.
#Write2Earn! #Share1BNBDaily
Binance News
--
XRP Faces Potential Market Correction Amid High Risk Levels
According to U.Today, XRP has reached unprecedented risk levels, raising concerns about the sustainability of its recent explosive growth. Historically, such high-risk levels have been followed by significant market corrections. Despite the current strong momentum, indicators suggest a possible reversal rather than continued upward movement, especially without a consolidation phase.XRP recently surged to $2.161, demonstrating parabolic growth on the price chart. This upward trajectory has pushed the asset into overbought territory, surpassing typical resistance levels. The Relative Strength Index (RSI) is near its peak, indicating overextension. At these levels, sharp volatility is likely due to profit-taking and the absence of significant consolidation. Historically, strong rallies like this often lead to corrections as traders lock in profits and the market seeks a more stable price range.Technically, XRP's main support levels are at $2.00 and $1.80, which could serve as safety nets in case of a decline, offering potential entry points for buyers. However, if the rally continues and XRP breaks above $2.75 with significant volume, it could signal further gains, with $3 as a potential target. Such a scenario would require a substantial increase in market participation, which is uncertain given the current risk profile.The risk chart indicates that XRP is in a zone where market enthusiasm typically wanes, leading to corrections. Extreme risk is generally associated with greater downside vulnerability and less upside potential. Despite defying expectations during this rally, it is historically unlikely that XRP will maintain this trajectory without a cooling-off period. While caution is advised, XRP's recent performance has been remarkable. However, the risks for those entering new positions now outweigh the potential rewards. A pullback might provide a healthier setup for future movements, emphasizing the importance of risk management at this time.
#XRPTrends For those looking at entering $XRP at this stage should exercise caution.
Off course it's sad to miss such a phenomenal rise.
We are late to the party and profit taking can happen, for those holding cents positions.
Also Now that $BTC is also in profit taking position it's wise to wait for correction.
#Write2Earn!
Off course it's sad to miss such a phenomenal rise.
We are late to the party and profit taking can happen, for those holding cents positions.
Also Now that $BTC is also in profit taking position it's wise to wait for correction.
#Write2Earn!
Hello everyone, today I want to share my analysis of market direction for coming days in particular and #December2024 in general.
Here are some Key aspects to bear in Mind while deciding to invest, trade or Hold.
1: Given Parabolic rise of $BTC and overall market for almost 2 months we can finally see signs of over heating in the market.
2: US govt transfer and move of $BTC worth over $ 2billion, that can significantly impact market.
3: Given the fact the Greed and Fear Index remains at peak index of 86 for weeks now speak volumes.
All these shreds of Info is not to create panic , as market is still in healthy phase, but what actually is possible is anytime this month significantl profit taking can happen which will take market down to at least 70 or 60 mark.
my advise is to wait for a healthy pull back incase of any new investment.
#Write2Earn!
Here are some Key aspects to bear in Mind while deciding to invest, trade or Hold.
1: Given Parabolic rise of $BTC and overall market for almost 2 months we can finally see signs of over heating in the market.
2: US govt transfer and move of $BTC worth over $ 2billion, that can significantly impact market.
3: Given the fact the Greed and Fear Index remains at peak index of 86 for weeks now speak volumes.
All these shreds of Info is not to create panic , as market is still in healthy phase, but what actually is possible is anytime this month significantl profit taking can happen which will take market down to at least 70 or 60 mark.
my advise is to wait for a healthy pull back incase of any new investment.
#Write2Earn!
#2024withBinance looking back on my journey I interacted almost with every feature of Binance during #2024Trends .
Been here for almost 1467 days and a whooping $33million in trading activity during this time.
Been here for almost 1467 days and a whooping $33million in trading activity during this time.
#BTC support and resistance levels for low volumed weekend and early next week.
#TradingMadeEasy #NovCryptoOutlook
#TradingMadeEasy #NovCryptoOutlook
独领风骚必暴富
--
周末低流动性的时刻来了，BTC昨晚完成了多空掠夺！
昨晚BTC一波起飞近3000刀，急速下跌2600刀，凌晨2踩68800一线！
第一波冲刺冲至71300-71500阻力区，短暂盘整后，迅速放量急跌急速跌至69000一线，迅速插针收回69300-69500区域，此区域提示做多，70000+止盈！最高冲至70543，差不多1000+的空间！
凌晨BTC两次打到68800一线得到企稳，这个点位是昨天咱们的第一支撑位！周末的BTC震荡探底为主，反弹的猛完全可以空，跌的够深完全可以多，都不能格局，临近大选降息，市场暴力拉升暴力下跌洗牌的很暴力，一旦格局，稍有不慎直接爆仓！
BTC关注
支撑68300/67850
压力70400/71000-71300
周末窄幅震荡为主，选择方向最晚也得到周一了，周末凌晨波动会加大！周末晚间的大波动下反向博弈可以的！
#BTC走势预测 $BTC
$ETH
$SOL
昨晚BTC一波起飞近3000刀，急速下跌2600刀，凌晨2踩68800一线！
第一波冲刺冲至71300-71500阻力区，短暂盘整后，迅速放量急跌急速跌至69000一线，迅速插针收回69300-69500区域，此区域提示做多，70000+止盈！最高冲至70543，差不多1000+的空间！
凌晨BTC两次打到68800一线得到企稳，这个点位是昨天咱们的第一支撑位！周末的BTC震荡探底为主，反弹的猛完全可以空，跌的够深完全可以多，都不能格局，临近大选降息，市场暴力拉升暴力下跌洗牌的很暴力，一旦格局，稍有不慎直接爆仓！
BTC关注
支撑68300/67850
压力70400/71000-71300
周末窄幅震荡为主，选择方向最晚也得到周一了，周末凌晨波动会加大！周末晚间的大波动下反向博弈可以的！
#BTC走势预测 $BTC
$ETH
$SOL
Odaily星球日报
--
对话交易员Mason：看了行业里近百个炒币基金，我发现好的交易员的特征是......
五年看了几百家基金团队，他发现，做好 4 点就可以做好交易。
以下文字整理自我和 @ma_s_on_ 的对谈，他是拥有多年家办经历的 FOF 投资人。这是 #对话 100 个交易员 的第 21 期，持续更新，欢迎关注。
Mason 的职业生涯开启于移动互联网的黄金时代，过去五六年一直在科技背景的家办做资产配置。
Mason 对加密领域的兴趣起源于 2020 年的牛市狂潮。那一年，他们用很少一部分钱投了几个关于 Digital Asset 的 VC，表现非常好，收益很夸张。
也是那个时候，Mason 与 @SevenXVentures 结缘。
Mason 的背景赋予了他独特的市场视角，让他有机会从自上而下洞察市场全貌，能清楚看到不同的人分别用什么方式参与市场，哪种方式能赚到钱，以及随着时间变化，赚钱策略从什么方向往什么方向转移。
好的交易员都有什么共同点？
在选择基金和 GP 时，Mason 主要注重三个核心因素：业绩、团队和策略。
先说业绩。基金的业绩必须有可靠的数据支撑。但是在加密领域的二级市场中，信息往往缺乏透明性，所以业绩的真实性、可持续性以及对过往收益的归因分析很重要。
“大家都会说过去业绩不代表未来，但哪些过去业绩能代表未来，哪些不能，这才是要在业绩层面要考量的关键。”
再说团队。包括团队背景、靠谱程度以及沟通情况等等。这里又分为三点：
第一，诚信是 Red Flag。如果是自营做交易，要始终如一坚守纪律，抵挡住诱惑，对自己诚实；如果是做资管，一定要对客户诚实，客户服务也要上。
第二，必须亲力亲为(Hands on)。很多朋友赚了钱，就会招一些人来做，自己花更多时间精力在公司管理业务上，这是很不好的。从团队规模来看，那些特别好的交易团队，不管是自营还是资管，核心交易人员都是五个以内，非常精简，而且一把手必须亲力亲为。
第三，要有全局观，持续进化。当结构性改变发生时，创始人一定要有魄力做出改变并坚定执行。这决定了团队的抗风险能力和发展潜力。
最后是策略。需要符合当前的市场需求和行业发展趋势。
Mason 提到，整体加密领域的二级和传统的二级差距蛮大，从中后台搭建、客户体系维护、策略复杂性、合规等方面都有很长的路要走。但换个角度想，这也是巨大的机会。
好的交易员是如何持续进步的？
第一个是要跟市场保持沟通，一定要有外部的信息流入。但保持沟通的同时，自己要有定力，弱水三千只取一瓢，不能被别人带着走，这个很重要。
“表现好的、业绩好的交易员都是非常有定力的，别人说的再好也不相信，只专注自己的领域。”
第二个是要有更高维度的视角。从俯视的视角看不同人的位置，他们在想什么，最后就会发现，能解释很多以前一直想不通的问题。
“传统投资里大家常说，中国很多投资人要少用中国的角度看世界，要多用世界的角度来看中国。
今天加密领域同样适用这句话，我们要少用加密领域的角度看世界，要多用世界的角度来看加密领域。包括少用亚洲的视角看世界，多用世界的角度来看亚洲。”
还有一组关键词：Street Smart。这是很多交易员身上都有的品质。
交易员可能是世界各行各业职业当中最接近事物本质的人了，他们每年都在面临最一线的买卖和最真实的价值判断，在他们眼中可能长期的东西都不算数，买单和卖单才是最重要的。
“ 有一类能够创造出非常可怕的超额收益的策略，往往都是交易员发挥了他们的 street smart。这些人往往没有金融背景、计算机背景，就是找规律，对着一个规律猛干。”
第四个就是要向好的人学习，因为今天大家都比较迷茫，很多方向都不太走得通。所以真的要破局，需要找一些更高维度的人来指导。
机构是如何配置加密资产的？
关于家办对加密货币资产的配置其实非常因人而异，要看资金的属性和偏好。
就 Mason 个人而言，他会更偏好放在二级。
对于 Crypto 二级的分类，Mason 认为是四类：
第一类是 Mining 类和囤币类，就是去挖矿或者买了币后非常长期不动的。
第二类是比较偏技术面的交易，不管是看线还是技术面做到极致的 Quant。
第三类是偏主观和“价值”一点的炒币类，有的是看基本面，但这些“基本面”可能跟股票的基本面不太一样，总之有一些主观的东西指标要去看。
第四类是 DeFi，之所以把它单独拿出来是因为它其实更加偏“产品经理”的逻辑。在 DeFi 里，你最后赚到的收益，是能找到是在产品的哪一环赚到的，更多的是要搞清楚每个里面的游戏规则。
炒币不是唯一解
行业一直在变，每个阶段的参与者都不一样，所以投资策略也没有定式。
那这个周期有哪些表现比较好的策略呢？Mason 总结了三类：
第一个是币本位增强的一些策略，这里面又分两类：
1）TVL 游戏，质押，然后领空投，这个属于无本套利，非常舒服。
2）Quant。
Crypto Quant 是 Mason 在加密领域最喜欢的资产类别。
首先，流动性非常好，相当于 T+ 0 ，今天投可以今天取，或者自己交易，大不了平仓不做交易。
其次，规模容量可以非常大，比如一个单策略跑个几亿美金很常见。
最后，预期收益可高可低且可以控制，风控也比较容易做，比如设一个强行平仓线，整体跌 15% 一概平仓。
“在过去的几年时间里，Crypto Quant 里最流行的就是资金费率套利。20 年和 21 年的时候可以做到年化三倍无回撤，非常夸张。
当然大家也知道这不可能长期持续，现在这个策略的收益也在下降，但即便下降了收益也非常好，因为它没有回撤，有点像现金管理。”
第二个就是折价买BTC或者挖矿。比如以前 GBTC 有这个 Discount 的时候，你买了，这个折价也能够让你跑赢 BTC。
第三个是一些可以阶段性跑赢 BTC 的策略，比如说 CTA。很多交易员喜欢做 CTA 做趋势跟随，可以短期跑赢 BTC，但是它的弱点在于，规模有限，容量有限。
Mason 也推荐了一些书。
第一个是《专业投机原理》，系统地讲整个交易体系。
第二个是讲央行的历史、货币政策和银行学的书，知道中央银行在干什么事情、为什么要这么干，以及它干的每件事情背后的好处和坏处。
可以先从《炼金术士》看起，它讲了历史上比较出名的三个央行行长在关键时刻做了哪些事情。
第三个是讲人性的书，比如中国的明清小说，和法国的莫泊桑和福楼拜的短篇小说。
很多时候会发现，这个世界真实的运作固然有技术方面，但其实更广泛的还是人性在后面驱动。这些小说能让大家更理解人性，不对人性抱太多幻想，可以比较好地处理日常很多很复杂的利益关系。
再次感谢 @ma_s_on_ 参与对话交易员，往期 Space 音频会陆续更新在小宇宙， 对话交易员。
以下文字整理自我和 @ma_s_on_ 的对谈，他是拥有多年家办经历的 FOF 投资人。这是 #对话 100 个交易员 的第 21 期，持续更新，欢迎关注。
Mason 的职业生涯开启于移动互联网的黄金时代，过去五六年一直在科技背景的家办做资产配置。
Mason 对加密领域的兴趣起源于 2020 年的牛市狂潮。那一年，他们用很少一部分钱投了几个关于 Digital Asset 的 VC，表现非常好，收益很夸张。
也是那个时候，Mason 与 @SevenXVentures 结缘。
Mason 的背景赋予了他独特的市场视角，让他有机会从自上而下洞察市场全貌，能清楚看到不同的人分别用什么方式参与市场，哪种方式能赚到钱，以及随着时间变化，赚钱策略从什么方向往什么方向转移。
好的交易员都有什么共同点？
在选择基金和 GP 时，Mason 主要注重三个核心因素：业绩、团队和策略。
先说业绩。基金的业绩必须有可靠的数据支撑。但是在加密领域的二级市场中，信息往往缺乏透明性，所以业绩的真实性、可持续性以及对过往收益的归因分析很重要。
“大家都会说过去业绩不代表未来，但哪些过去业绩能代表未来，哪些不能，这才是要在业绩层面要考量的关键。”
再说团队。包括团队背景、靠谱程度以及沟通情况等等。这里又分为三点：
第一，诚信是 Red Flag。如果是自营做交易，要始终如一坚守纪律，抵挡住诱惑，对自己诚实；如果是做资管，一定要对客户诚实，客户服务也要上。
第二，必须亲力亲为(Hands on)。很多朋友赚了钱，就会招一些人来做，自己花更多时间精力在公司管理业务上，这是很不好的。从团队规模来看，那些特别好的交易团队，不管是自营还是资管，核心交易人员都是五个以内，非常精简，而且一把手必须亲力亲为。
第三，要有全局观，持续进化。当结构性改变发生时，创始人一定要有魄力做出改变并坚定执行。这决定了团队的抗风险能力和发展潜力。
最后是策略。需要符合当前的市场需求和行业发展趋势。
Mason 提到，整体加密领域的二级和传统的二级差距蛮大，从中后台搭建、客户体系维护、策略复杂性、合规等方面都有很长的路要走。但换个角度想，这也是巨大的机会。
好的交易员是如何持续进步的？
第一个是要跟市场保持沟通，一定要有外部的信息流入。但保持沟通的同时，自己要有定力，弱水三千只取一瓢，不能被别人带着走，这个很重要。
“表现好的、业绩好的交易员都是非常有定力的，别人说的再好也不相信，只专注自己的领域。”
第二个是要有更高维度的视角。从俯视的视角看不同人的位置，他们在想什么，最后就会发现，能解释很多以前一直想不通的问题。
“传统投资里大家常说，中国很多投资人要少用中国的角度看世界，要多用世界的角度来看中国。
今天加密领域同样适用这句话，我们要少用加密领域的角度看世界，要多用世界的角度来看加密领域。包括少用亚洲的视角看世界，多用世界的角度来看亚洲。”
还有一组关键词：Street Smart。这是很多交易员身上都有的品质。
交易员可能是世界各行各业职业当中最接近事物本质的人了，他们每年都在面临最一线的买卖和最真实的价值判断，在他们眼中可能长期的东西都不算数，买单和卖单才是最重要的。
“ 有一类能够创造出非常可怕的超额收益的策略，往往都是交易员发挥了他们的 street smart。这些人往往没有金融背景、计算机背景，就是找规律，对着一个规律猛干。”
第四个就是要向好的人学习，因为今天大家都比较迷茫，很多方向都不太走得通。所以真的要破局，需要找一些更高维度的人来指导。
机构是如何配置加密资产的？
关于家办对加密货币资产的配置其实非常因人而异，要看资金的属性和偏好。
就 Mason 个人而言，他会更偏好放在二级。
对于 Crypto 二级的分类，Mason 认为是四类：
第一类是 Mining 类和囤币类，就是去挖矿或者买了币后非常长期不动的。
第二类是比较偏技术面的交易，不管是看线还是技术面做到极致的 Quant。
第三类是偏主观和“价值”一点的炒币类，有的是看基本面，但这些“基本面”可能跟股票的基本面不太一样，总之有一些主观的东西指标要去看。
第四类是 DeFi，之所以把它单独拿出来是因为它其实更加偏“产品经理”的逻辑。在 DeFi 里，你最后赚到的收益，是能找到是在产品的哪一环赚到的，更多的是要搞清楚每个里面的游戏规则。
炒币不是唯一解
行业一直在变，每个阶段的参与者都不一样，所以投资策略也没有定式。
那这个周期有哪些表现比较好的策略呢？Mason 总结了三类：
第一个是币本位增强的一些策略，这里面又分两类：
1）TVL 游戏，质押，然后领空投，这个属于无本套利，非常舒服。
2）Quant。
Crypto Quant 是 Mason 在加密领域最喜欢的资产类别。
首先，流动性非常好，相当于 T+ 0 ，今天投可以今天取，或者自己交易，大不了平仓不做交易。
其次，规模容量可以非常大，比如一个单策略跑个几亿美金很常见。
最后，预期收益可高可低且可以控制，风控也比较容易做，比如设一个强行平仓线，整体跌 15% 一概平仓。
“在过去的几年时间里，Crypto Quant 里最流行的就是资金费率套利。20 年和 21 年的时候可以做到年化三倍无回撤，非常夸张。
当然大家也知道这不可能长期持续，现在这个策略的收益也在下降，但即便下降了收益也非常好，因为它没有回撤，有点像现金管理。”
第二个就是折价买BTC或者挖矿。比如以前 GBTC 有这个 Discount 的时候，你买了，这个折价也能够让你跑赢 BTC。
第三个是一些可以阶段性跑赢 BTC 的策略，比如说 CTA。很多交易员喜欢做 CTA 做趋势跟随，可以短期跑赢 BTC，但是它的弱点在于，规模有限，容量有限。
Mason 也推荐了一些书。
第一个是《专业投机原理》，系统地讲整个交易体系。
第二个是讲央行的历史、货币政策和银行学的书，知道中央银行在干什么事情、为什么要这么干，以及它干的每件事情背后的好处和坏处。
可以先从《炼金术士》看起，它讲了历史上比较出名的三个央行行长在关键时刻做了哪些事情。
第三个是讲人性的书，比如中国的明清小说，和法国的莫泊桑和福楼拜的短篇小说。
很多时候会发现，这个世界真实的运作固然有技术方面，但其实更广泛的还是人性在后面驱动。这些小说能让大家更理解人性，不对人性抱太多幻想，可以比较好地处理日常很多很复杂的利益关系。
再次感谢 @ma_s_on_ 参与对话交易员，往期 Space 音频会陆续更新在小宇宙， 对话交易员。
it's worth noting that the thing we all failed realize is that the most valuable thing we gave these #TapToEarn projects is our time and energy..
it's still early to realise our mistake and invest this time in upskilling ourselves and spend it rather on our well being ..
these dubious projects were not meant to realize income for people rather to reward their selves and investors and even influencers.
#hmstrbigscam #P2EGames #saynototelegramgames
it's still early to realise our mistake and invest this time in upskilling ourselves and spend it rather on our well being ..
these dubious projects were not meant to realize income for people rather to reward their selves and investors and even influencers.
#hmstrbigscam #P2EGames #saynototelegramgames
Coinpedia
--
Russian Expert Warns: Hamster Kombat Players Tap for Cash but End Up With Peanuts
The post Russian Expert Warns: Hamster Kombat Players Tap for Cash but End Up with Peanuts appeared first on Coinpedia Fintech News
A Russian financial expert has issued a warning about the popular game Hamster Kombat, following complaints from players after the end of its first season. Many Russian players expressed disappointment, believing they would earn substantial profits from the game.
According to Victor Pekov, an independent financial crime specialist in the crypto space, some players became “hostages of their own expectations,” thinking they would get rich by playing. Pekov said that the game’s developers never promised large financial rewards.
Pekov told RTVI that people overestimated their chances of earning money with Hamster kombat. Many players aimed to collect enough in-game currency to exchange it for real money, but the game’s developers never promised any income. While some were surprised to only earn $5 to $15 after months of playing, Pershikov said this outcome was actually expected and made sense.
“It is obvious that many people who used Hamster were trying to accumulate a sufficient amount of in-game currency in order to exchange it for real money later. And in this regard, it is important to understand that the team never promised anything, did not talk about any potential income,” he said.
Some even went to extremes, buying massage guns to speed up their tapping efforts. Despite this, game developers warned that certain players had used unfair methods, such as bots, and would be excluded from the airdrop.
Further dissatisfaction arose when developers announced that players could only claim part of their token allocations, with the rest being vested for several months. This led to a mix of anger and resignation among players, with some calling the game a scam.
Despite the controversy, developers maintain that no one was promised significant earnings. As the game continues to evolve, with a planned HMS token listing event in September, it remains to be seen how the situation will unfold.
A Russian financial expert has issued a warning about the popular game Hamster Kombat, following complaints from players after the end of its first season. Many Russian players expressed disappointment, believing they would earn substantial profits from the game.
According to Victor Pekov, an independent financial crime specialist in the crypto space, some players became “hostages of their own expectations,” thinking they would get rich by playing. Pekov said that the game’s developers never promised large financial rewards.
Pekov told RTVI that people overestimated their chances of earning money with Hamster kombat. Many players aimed to collect enough in-game currency to exchange it for real money, but the game’s developers never promised any income. While some were surprised to only earn $5 to $15 after months of playing, Pershikov said this outcome was actually expected and made sense.
“It is obvious that many people who used Hamster were trying to accumulate a sufficient amount of in-game currency in order to exchange it for real money later. And in this regard, it is important to understand that the team never promised anything, did not talk about any potential income,” he said.
Some even went to extremes, buying massage guns to speed up their tapping efforts. Despite this, game developers warned that certain players had used unfair methods, such as bots, and would be excluded from the airdrop.
Further dissatisfaction arose when developers announced that players could only claim part of their token allocations, with the rest being vested for several months. This led to a mix of anger and resignation among players, with some calling the game a scam.
Despite the controversy, developers maintain that no one was promised significant earnings. As the game continues to evolve, with a planned HMS token listing event in September, it remains to be seen how the situation will unfold.
Fibonacci technical indicators are indeed expert level analytics but they do wonders in volatile market structures.
the author has drawn some levels to watch for in this #MarketDownturn especially #BTC☀
the author has drawn some levels to watch for in this #MarketDownturn especially #BTC☀
Crypto Eagles
--
$𝟐𝟎𝟎 $USDC 𝐆𝐢𝐯𝐞𝐚𝐰𝐚𝐲 𝐟𝐨𝐫 𝟏𝟎 𝐅𝐨𝐥𝐥𝐨𝐰𝐞𝐫𝐬!
We are excited to announce a special giveaway sponsored by 𝐎𝐟𝐟𝐢𝐜𝐢𝐚𝐥 𝐁𝐢𝐧𝐚𝐧𝐜𝐞 𝐒𝐪𝐮𝐚𝐫𝐞! 🎁
𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥 𝐒𝐮𝐠𝐠𝐞𝐬𝐭𝐢𝐨𝐧:
Fibo retracement is a must check TA instrument after this kind of moves! I believe #BTC will set a local range high between 0.618 and 0.5 Fibo levels!
After range high establishes, #BTC is likely to go down to recent lows. Thus I wouldn't buy just yet, just let the range form to understand the lows and highs!
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𝐇𝐨𝐰 𝐭𝐨 𝐏𝐚𝐫𝐭𝐢𝐜𝐢𝐩𝐚𝐭𝐞:
1. Quote my Post about the current crypto market debate: Will BTC go up or down?
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@Binance Square Official
We are excited to announce a special giveaway sponsored by 𝐎𝐟𝐟𝐢𝐜𝐢𝐚𝐥 𝐁𝐢𝐧𝐚𝐧𝐜𝐞 𝐒𝐪𝐮𝐚𝐫𝐞! 🎁
𝐏𝐞𝐫𝐬𝐨𝐧𝐚𝐥 𝐒𝐮𝐠𝐠𝐞𝐬𝐭𝐢𝐨𝐧:
Fibo retracement is a must check TA instrument after this kind of moves! I believe #BTC will set a local range high between 0.618 and 0.5 Fibo levels!
After range high establishes, #BTC is likely to go down to recent lows. Thus I wouldn't buy just yet, just let the range form to understand the lows and highs!
𝐑𝐞𝐰𝐚𝐫𝐝: $200 $USDC USDC for 10 lucky followers!
𝐇𝐨𝐰 𝐭𝐨 𝐏𝐚𝐫𝐭𝐢𝐜𝐢𝐩𝐚𝐭𝐞:
1. Quote my Post about the current crypto market debate: Will BTC go up or down?
2. 𝐈𝐦𝐩𝐨𝐫𝐭𝐚𝐧𝐭: Make sure to quote the post on Binance Square, not just comment below.
3. Don’t CopyPaste others content. Will be disqualified if you do
Get involved, share your thoughts, and stand a chance to win! 💸
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ALL The Best🙌🏻
#MarketDownturn #Givaway #USDC✅
@Binance Square Official
This is naive and less informed opinion to speculate #MarketDownturn to few technical factors.
as @Richard Teng mentioned here on square that it was a result of multi-macro economic global factors, well beyond the control of market makers.
off course markets around the world were a bit over leveraged from the start of the year, greed and fear index was flashing high.
main stimulus to the #MarketDownturn are global recession fears, dollar dominance and it's subsequent weakness resultantly shaking markets.
one thing here to note is the phenomenal bounce of #BTC☀ from the lows of sub 50k levels, and has steadied ever since.
two assets in chaotic economic and political periods show resilience historically (at least since 2011), namely Gold and Bitcoin.
corrections are healthy and my heartfelt condolences to anyone going through losses and downturns, hope and pray you go through it and recover your peace and finances.
as @Richard Teng mentioned here on square that it was a result of multi-macro economic global factors, well beyond the control of market makers.
off course markets around the world were a bit over leveraged from the start of the year, greed and fear index was flashing high.
main stimulus to the #MarketDownturn are global recession fears, dollar dominance and it's subsequent weakness resultantly shaking markets.
one thing here to note is the phenomenal bounce of #BTC☀ from the lows of sub 50k levels, and has steadied ever since.
two assets in chaotic economic and political periods show resilience historically (at least since 2011), namely Gold and Bitcoin.
corrections are healthy and my heartfelt condolences to anyone going through losses and downturns, hope and pray you go through it and recover your peace and finances.
yet another opportunity
TrustWallet
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🎉Get ready for our latest airdrop of $50,000 worth of $CFI with #CyberFinance. 5000 lucky eligible winners will get rewards!
Entry:
💙 Like & RT
💙 Follow @TrustWallet & @CyberFinance__
💙👇 Complete simple tasks using #TrustWallet
https://short.trustwallet.com/CyberFinance
Entry:
💙 Like & RT
💙 Follow @TrustWallet & @CyberFinance__
💙👇 Complete simple tasks using #TrustWallet
https://short.trustwallet.com/CyberFinance
$BOME technical analysis aside and talking of fundamentals I guess given the meme frenzy and community driven trading mania has swept crypto for some time, majority of top memers on binance had already gained yes quite alot.
In that retrospection $BOME hasn't had much gains and remained in the Shadows, and is slowly waking up to some sunshine here.
if $BTC price stays ranging or stable, then like rest of meme coins bome can walk some miles.
#CryptoWatchMay2024 #Memecoins
In that retrospection $BOME hasn't had much gains and remained in the Shadows, and is slowly waking up to some sunshine here.
if $BTC price stays ranging or stable, then like rest of meme coins bome can walk some miles.
#CryptoWatchMay2024 #Memecoins
$PEPE off course Pepe is ambitious token with momentous volume and amazing community which helped it counter some $BTC -induced market influence.
I have no specific targets in mind while writing this, but given $BTC indecisive price action these days, I would recommend entering once BTC clears those 54k or 52k support levels mania.
Once entered I believe will be best levels to get grab of pepe for good rally.
#Memecoins #CryptoWatchMay2024
I have no specific targets in mind while writing this, but given $BTC indecisive price action these days, I would recommend entering once BTC clears those 54k or 52k support levels mania.
Once entered I believe will be best levels to get grab of pepe for good rally.
#Memecoins #CryptoWatchMay2024
$COS here really is testing patience, it's ranging and consolidating for way too long here.
if whales had their money out already at higher levels, how come it's losing value day by day.
If retailers like us is the cause of decline then as matter of fact should be temporary, coz most of them are day traders and scalpers.
Overall price action of $COS is messy and irrational here after it's cascading fall off the edge.
By now it should either starting moving up slowly or pump in vertical.
For those who say it will go down to 0.09 then whales will buy, see that it had already been there few days ago.
#written2earn #RNDR #CryptoWatchMay2024
if whales had their money out already at higher levels, how come it's losing value day by day.
If retailers like us is the cause of decline then as matter of fact should be temporary, coz most of them are day traders and scalpers.
Overall price action of $COS is messy and irrational here after it's cascading fall off the edge.
By now it should either starting moving up slowly or pump in vertical.
For those who say it will go down to 0.09 then whales will buy, see that it had already been there few days ago.
#written2earn #RNDR #CryptoWatchMay2024
good features in the latest update where one can updates charts using feature along with analysis.
$BTC $COS $ETH
$BTC $COS $ETH
Binance Square Official
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Binance Square Feature Update – May 2, 2024
Hi Binancians,
We're excited to announce that Binance Square's newest updates are now live in app version 2.82. For a smoother and more efficient browsing experience, we recommend updating your app. Here is a breakdown of our latest features:
Community Sentiment for Specific Tokens Experience real-time market sentiment at your fingertips. Visit the 'Square' tab on a token's market page to cast your daily vote - bullish or bearish, and share your invaluable predictions and insights with the community.Candle Chart Widget for Mentioned TokensEasily integrate a candle chart widget for the token you've discussed in your post, enhancing both navigation and discussion clarity. Intrigued readers can directly access the trading page of the token simply by clicking on the chart.
Stay Updated with All Things Binance Square
Follow the official Binance Square account to keep up with the latest news, features, and updates, and ensure you never miss important information.
Your opinion matters to us! If there's a product or feature you want to see implemented on Binance Square, don't hesitate to let us know. Submit your ideas through our customer support, and together, we'll work towards making Binance Square even better. Thank you for being a part of our community!
We're excited to announce that Binance Square's newest updates are now live in app version 2.82. For a smoother and more efficient browsing experience, we recommend updating your app. Here is a breakdown of our latest features:
Community Sentiment for Specific Tokens Experience real-time market sentiment at your fingertips. Visit the 'Square' tab on a token's market page to cast your daily vote - bullish or bearish, and share your invaluable predictions and insights with the community.Candle Chart Widget for Mentioned TokensEasily integrate a candle chart widget for the token you've discussed in your post, enhancing both navigation and discussion clarity. Intrigued readers can directly access the trading page of the token simply by clicking on the chart.
Stay Updated with All Things Binance Square
Follow the official Binance Square account to keep up with the latest news, features, and updates, and ensure you never miss important information.
Your opinion matters to us! If there's a product or feature you want to see implemented on Binance Square, don't hesitate to let us know. Submit your ideas through our customer support, and together, we'll work towards making Binance Square even better. Thank you for being a part of our community!