SpaceNight
@SpaceNight
SpaceNight 深耕在 Web3 和加密领域，提供（中文/英文）Space、Twitter 和 Binance 的直播。
Following
Followers
Liked
Shared
See original
Must support
链研社lianyanshe
--
Christmas Big Giveaway! dappOS $300,000 Airdrop Interaction Guide: Experience Intent-based Spot Trading
The recent market conditions are not good, hurry up to complete tasks to recover! dappOS has recently launched IntentEX, a spot trading platform based on the intent network. The Binance Web3 wallet will jointly launch user incentive activities with @dappOS_com and has a reward pool of $300,000.
The core advantage of IntentEX lies in allowing ordinary users to directly enjoy institutional-level liquidity resources, with faster execution speeds, lower fees, and an experience close to CEX level. We will complete tasks while experiencing the trading process and also earn some airdrop rewards.
First, let's take a look at the activity entrance. Switch to the Binance web3 wallet page, go to the bottom menu and switch to discovery. Swipe the banner above to find the dappOS page, click in to join immediately. You will see four tasks, which are the activities we need to participate in this time. The main ones are Mint and trading.
The core advantage of IntentEX lies in allowing ordinary users to directly enjoy institutional-level liquidity resources, with faster execution speeds, lower fees, and an experience close to CEX level. We will complete tasks while experiencing the trading process and also earn some airdrop rewards.
First, let's take a look at the activity entrance. Switch to the Binance web3 wallet page, go to the bottom menu and switch to discovery. Swipe the banner above to find the dappOS page, click in to join immediately. You will see four tasks, which are the activities we need to participate in this time. The main ones are Mint and trading.
See original
1. Trump was the global focus yesterday, and particularly in the cryptocurrency world, as he was featured on the cover of Time magazine and invited to ring the bell. He also didn't forget to support cryptocurrencies, implying that the future of the U.S. will strongly support crypto; if you don't, other countries will surpass you. The crypto landscape is large enough, open enough, and embraces the whole world. If you don't support it, you'll be eliminated, which shows clear thinking.
2. Trump's address recently purchased 41,209,954,408 69,793,357,269 07,443,304,845, injecting a lot of confidence into the #defi sector. Yesterday, AAVE, LINK, and others performed quite well. Strong quality coins, once in hand, don't need to be worried about; they will naturally rise when cycles and trends come.
3. Last night, CZ tweeted that @travalacom's $AVA price surged over 400% in half an hour, which is quite impressive, but it's not recommended to chase highs in the short term.
4. The overall performance of the #MEME sector was average; last night, Chillguy artist @PhillipBankss's account was suspected to be hacked, first sending out a message about authorized IP, then pumping himself. #Chillguy’s secondary market also saw significant ups and downs.
5. The TikTok concept Meme coin APPLE's market cap surpassed $60 million, setting a historical high.
6. In the #desci sector, $uro's increase outperformed $rif, and it can be monitored if it can maintain this momentum.
7. The #AI sector performed generally yesterday, but the community is very FOMO. There are various types of AI emerging, and when choosing targets, it's essential to pay attention to the team's background and technical delivery capability. However, the AI agent token VIRTUAL on the #base chain has surpassed a market cap of $2.1 billion, creating a historical high again.
8. $HYPE has really caught the eye these days, with a surge in the secondary market sparking discussions across various communities. In the on-chain derivatives sector, there was DYDX, GMX, and now there's $HYPE; everyone can experience this smooth on-chain DEX.
9. The strength of $SUI can also lead you to pay attention to related ecosystems. $BLUE and HYPE are competitors, both working in the on-chain derivatives sector, which can be a focus area.
10. @RealFlokiInu and @animocabrands's $MONKY launched with a market cap touching $130 trillion, surpassing the GDP of many countries.
11. Vana announced the tokenomics of VANA, with a total supply of 120 million - initial supply of 30 million (25.1%). This is an AI data-related project worth paying attention to.
DOC: https://docs.vana.org/docs/vana-token-overview
12. Ethena may launch a new stablecoin product USDtb on December 16.
2. Trump's address recently purchased 41,209,954,408 69,793,357,269 07,443,304,845, injecting a lot of confidence into the #defi sector. Yesterday, AAVE, LINK, and others performed quite well. Strong quality coins, once in hand, don't need to be worried about; they will naturally rise when cycles and trends come.
3. Last night, CZ tweeted that @travalacom's $AVA price surged over 400% in half an hour, which is quite impressive, but it's not recommended to chase highs in the short term.
4. The overall performance of the #MEME sector was average; last night, Chillguy artist @PhillipBankss's account was suspected to be hacked, first sending out a message about authorized IP, then pumping himself. #Chillguy’s secondary market also saw significant ups and downs.
5. The TikTok concept Meme coin APPLE's market cap surpassed $60 million, setting a historical high.
6. In the #desci sector, $uro's increase outperformed $rif, and it can be monitored if it can maintain this momentum.
7. The #AI sector performed generally yesterday, but the community is very FOMO. There are various types of AI emerging, and when choosing targets, it's essential to pay attention to the team's background and technical delivery capability. However, the AI agent token VIRTUAL on the #base chain has surpassed a market cap of $2.1 billion, creating a historical high again.
8. $HYPE has really caught the eye these days, with a surge in the secondary market sparking discussions across various communities. In the on-chain derivatives sector, there was DYDX, GMX, and now there's $HYPE; everyone can experience this smooth on-chain DEX.
9. The strength of $SUI can also lead you to pay attention to related ecosystems. $BLUE and HYPE are competitors, both working in the on-chain derivatives sector, which can be a focus area.
10. @RealFlokiInu and @animocabrands's $MONKY launched with a market cap touching $130 trillion, surpassing the GDP of many countries.
11. Vana announced the tokenomics of VANA, with a total supply of 120 million - initial supply of 30 million (25.1%). This is an AI data-related project worth paying attention to.
DOC: https://docs.vana.org/docs/vana-token-overview
12. Ethena may launch a new stablecoin product USDtb on December 16.
See original
The two-day bear market has ended, and it's time to welcome the crazy imitation bulls! I have a feeling that by the end of the year, Bitcoin will break 120,000, and in January, it will surge to 150,000. The window for us to get on board is getting shorter and shorter!
The two-day bear market has ended. Last night, the CPI data was released, and both the broad and core figures, year-on-year and month-on-month, were exactly as expected. Although there was no surprise, it also means that there will be no unexpected interest rate cuts by the U.S. in December. The CME also indicated that after the CPI announcement, the market's expectation probability for rate cuts reached over 98%. This was the most important reason for the collective surge in U.S. stocks and the crypto market last night. In the U.S. stock market, there were also iconic events: the Nasdaq index created an all-time high (ATH), and the stock prices of Tesla, Amazon, and Netflix also reached ATH. These events greatly boosted market confidence. Additionally, the stock of MicroStrategy ($MSTR) is about to join the Nasdaq 100, and this is being discussed in the community. Bernstein believes that $MSTR is highly likely to enter this month. The day before yesterday, a Bloomberg analyst even provided the specific date for $MSTR's entry into the Nasdaq 100 as December 23, and the official announcement will be made this week. If this happens, the flywheel effect of $MSTR will accelerate, and more listed companies will follow suit to allocate Bitcoin, thus transforming into BTC banking businesses. This is definitely a potential big benefit hidden in the corners.
The two-day bear market has ended. Last night, the CPI data was released, and both the broad and core figures, year-on-year and month-on-month, were exactly as expected. Although there was no surprise, it also means that there will be no unexpected interest rate cuts by the U.S. in December. The CME also indicated that after the CPI announcement, the market's expectation probability for rate cuts reached over 98%. This was the most important reason for the collective surge in U.S. stocks and the crypto market last night. In the U.S. stock market, there were also iconic events: the Nasdaq index created an all-time high (ATH), and the stock prices of Tesla, Amazon, and Netflix also reached ATH. These events greatly boosted market confidence. Additionally, the stock of MicroStrategy ($MSTR) is about to join the Nasdaq 100, and this is being discussed in the community. Bernstein believes that $MSTR is highly likely to enter this month. The day before yesterday, a Bloomberg analyst even provided the specific date for $MSTR's entry into the Nasdaq 100 as December 23, and the official announcement will be made this week. If this happens, the flywheel effect of $MSTR will accelerate, and more listed companies will follow suit to allocate Bitcoin, thus transforming into BTC banking businesses. This is definitely a potential big benefit hidden in the corners.
See original
Crypto Daily Report * Important Information Not to Miss Every Day * December 6, 2024
1. Avoid playing contracts in a bull market. Last night, Bitcoin crashed from around 104,000 directly down to about 90,000, a drop of over 10,000 dollars, primarily clearing out leveraged long positions. It's easy to make money in a bull market, but if your risk awareness is weak, it's even easier to lose money.
2. Bitcoin's flash crash did not affect altcoins, which is a clear sign that the altcoin bull market has truly arrived. For assets you are optimistic about, be proactive in chasing the rise, but learn to take profits; otherwise, it's easy to get caught at the peak.
3. OpenAI will conduct a 12-day live streaming event, which will drive the entire AI sector. So pay special attention to AI-related memes and leading AI projects, such as $ACT $goat $ai16z $AVA $zerebro $virtual, etc. For CEX, you can pay attention to $fet $wld, and there are just too many options. However, I still prefer on-chain AI concepts.
4. A list of cryptocurrency projects invested by David O. Sacks, the new White House AI and cryptocurrency head, and his venture capital firm Craft Ventures: dYdX, Lightning Labs, River Financial, Kresus, Set Protocol, FOLD, Harbor, Handshake, Voltage, Galy, Lumina, Rare Bits.
This round mainly focuses on compliance in the U.S. and the meme sector, which has seen significant gains. Apart from dydx, the new head also expressed a liking for $ZRX and seems to favor the Lightning Network, so I estimate that the Bitcoin Lightning Network will make good progress next year. Perhaps the development of the Bitcoin ecosystem will rely on the Lightning Network to drive it forward next year.
5. BlackRock's IBIT has seen an influx of 2.5 billion dollars in the past 5 days, surpassing all ETFs in the market. Yesterday, the U.S. spot Ethereum ETF saw a net inflow of 434.64 million dollars.
6. Pudgy Penguins launched its native token PENGU, based on the Solana network.
7. On the public chain side, $sui is very strong. Meanwhile, we see that the ecosystem has seen Binance's token $cetus also perform well, which is the most basic logic.
8. #defi sector $ENS broke through 1 dollar. We mentioned this coin a long time ago, and if everyone kept up, there would also be good returns. Currently, strong coins in the DeFi sector include: uni, aave, ena, mkr, crv, link, etc.
1. Avoid playing contracts in a bull market. Last night, Bitcoin crashed from around 104,000 directly down to about 90,000, a drop of over 10,000 dollars, primarily clearing out leveraged long positions. It's easy to make money in a bull market, but if your risk awareness is weak, it's even easier to lose money.
2. Bitcoin's flash crash did not affect altcoins, which is a clear sign that the altcoin bull market has truly arrived. For assets you are optimistic about, be proactive in chasing the rise, but learn to take profits; otherwise, it's easy to get caught at the peak.
3. OpenAI will conduct a 12-day live streaming event, which will drive the entire AI sector. So pay special attention to AI-related memes and leading AI projects, such as $ACT $goat $ai16z $AVA $zerebro $virtual, etc. For CEX, you can pay attention to $fet $wld, and there are just too many options. However, I still prefer on-chain AI concepts.
4. A list of cryptocurrency projects invested by David O. Sacks, the new White House AI and cryptocurrency head, and his venture capital firm Craft Ventures: dYdX, Lightning Labs, River Financial, Kresus, Set Protocol, FOLD, Harbor, Handshake, Voltage, Galy, Lumina, Rare Bits.
This round mainly focuses on compliance in the U.S. and the meme sector, which has seen significant gains. Apart from dydx, the new head also expressed a liking for $ZRX and seems to favor the Lightning Network, so I estimate that the Bitcoin Lightning Network will make good progress next year. Perhaps the development of the Bitcoin ecosystem will rely on the Lightning Network to drive it forward next year.
5. BlackRock's IBIT has seen an influx of 2.5 billion dollars in the past 5 days, surpassing all ETFs in the market. Yesterday, the U.S. spot Ethereum ETF saw a net inflow of 434.64 million dollars.
6. Pudgy Penguins launched its native token PENGU, based on the Solana network.
7. On the public chain side, $sui is very strong. Meanwhile, we see that the ecosystem has seen Binance's token $cetus also perform well, which is the most basic logic.
8. #defi sector $ENS broke through 1 dollar. We mentioned this coin a long time ago, and if everyone kept up, there would also be good returns. Currently, strong coins in the DeFi sector include: uni, aave, ena, mkr, crv, link, etc.
See original
The bull market is a game of hunting
The big players are the hunters, and the retail investors are the prey
First, they pump Bitcoin to activate the market
Then they pump a batch of 100X and 1000X on the chain to attract retail investors to enter, and when everyone's USDT is exchanged for altcoins locked on the chain, the big players' inventory on the chain is about to run out.
At this point, the big players go to pump the second level, today this one doubles, tomorrow that one triples, how can retail investors withstand it? They have no choice but to cut their losses on the chain and chase the second level, at this time the big players give you the second level's inventory back, taking back the chips from the chain that were sold at a loss.
After the handover, the big players pump the chain again, and retail investors see that just after they sold, it skyrocketed, and in a state of emotional instability, they will cut their losses again on the second level, going back to the chain...
And so after a few rounds
Retail investors are left with a handful of coins
The big players are left with a handful of USDT
The bull market ends.
The big players are the hunters, and the retail investors are the prey
First, they pump Bitcoin to activate the market
Then they pump a batch of 100X and 1000X on the chain to attract retail investors to enter, and when everyone's USDT is exchanged for altcoins locked on the chain, the big players' inventory on the chain is about to run out.
At this point, the big players go to pump the second level, today this one doubles, tomorrow that one triples, how can retail investors withstand it? They have no choice but to cut their losses on the chain and chase the second level, at this time the big players give you the second level's inventory back, taking back the chips from the chain that were sold at a loss.
After the handover, the big players pump the chain again, and retail investors see that just after they sold, it skyrocketed, and in a state of emotional instability, they will cut their losses again on the second level, going back to the chain...
And so after a few rounds
Retail investors are left with a handful of coins
The big players are left with a handful of USDT
The bull market ends.
See original
Dear cryptocurrency investors, please choose your high-quality investment targets
$XRP
$XRP
See original
【Market Analysis】 Bitcoin is currently experiencing fluctuations, but altcoins have already ignored Bitcoin. The altcoin season is unfolding, and it's important to focus on altcoins; various coins will soar this month.
Regardless of what you trade, pay attention to the leaders. For example, in the #meme sector, focus on top coins like $pepe, $doge, $shib, $pnut, $chillguy, etc. In the #defi sector, pay attention to $uni, $aave, $link, $crv, $ens, etc. In the public blockchain space, focus on $sol, $sui, $algo, etc.
Three don'ts and one must: In a bull market, do not frequently change positions, do not frequently cut losses, do not trade contracts, and learn to take profits.
Regardless of what you trade, pay attention to the leaders. For example, in the #meme sector, focus on top coins like $pepe, $doge, $shib, $pnut, $chillguy, etc. In the #defi sector, pay attention to $uni, $aave, $link, $crv, $ens, etc. In the public blockchain space, focus on $sol, $sui, $algo, etc.
Three don'ts and one must: In a bull market, do not frequently change positions, do not frequently cut losses, do not trade contracts, and learn to take profits.
See original
Crypto Morning Brief * Important Information Not to Miss Daily * December 3, 2024
1. Yesterday's pullback saw both longs and shorts explode; in a bull market, it's better to embrace spot rather than play contracts.
2. After the market pullback, it's clear that old coins are still in demand. $xrp $hbar $ada $link, etc., quickly rebounded and reached new highs. Looking at the trading volume on Upbit, these coins are being wildly fomoed by the Korean market.
3. Last night, CB launched #Moodeng, reigniting the meme enthusiasm. Also being fomoed by the market is $PNUT. The squirrel was previously featured in a picture on Instagram by CB, leading to speculation that it would definitely be listed on CB. For those unfamiliar with the squirrel, I recommend taking a closer look and understanding it well. Pnut has the right timing, location, and people; it's a very promising meme after doge and pepe, and it’s only a matter of time before it gets listed on CB and robbinhold.
4. On-chain memes may get another boost with the favorable news of CB listing Hippo, so keep an eye on that.
5. After the old coins are fomoed by Koreans, the market will look for other low market cap coins, so every coin will rise. There's no need to worry too much; just hold on.
6. The net inflow for U.S. Bitcoin ETFs is $353.95 million, with BlackRock's IBIT seeing a net inflow of $338 million.
7. Accompanied by the ATH of $ONDO in the #RWA track, this sector will continue to gain momentum. Currently, tracks like rwai, depin, and game have not made much progress, so they can also be a focus.
8. The U.S. government transferred 19,800 BTC ($1.92 billion) 9 hours ago, with 10,000 BTC ($962.9 million) sent to Coinbase. This doesn't necessarily mean a dump; it could be for custody.
9. The top traded coins on #upbit right now are: $xrp $doge $hbar $xlm $ens $ada $sand $btc $algo $link $avax, etc. For those interested, you can check the following address:
https://www.coingecko.com/en/exchanges/upbit
10. Coinbase has integrated Apple Pay into its deposit services. This is a significant event as it lowers the threshold for purchasing cryptocurrency, making the bull market next year unimaginable.
11. Co-founder of Magic Eden: ME token airdrop eligibility and distribution inquiries will open on December 4.
12. MicroStrategy has increased its holdings by about $1.5 billion, acquiring 15,400 BTC.
1. Yesterday's pullback saw both longs and shorts explode; in a bull market, it's better to embrace spot rather than play contracts.
2. After the market pullback, it's clear that old coins are still in demand. $xrp $hbar $ada $link, etc., quickly rebounded and reached new highs. Looking at the trading volume on Upbit, these coins are being wildly fomoed by the Korean market.
3. Last night, CB launched #Moodeng, reigniting the meme enthusiasm. Also being fomoed by the market is $PNUT. The squirrel was previously featured in a picture on Instagram by CB, leading to speculation that it would definitely be listed on CB. For those unfamiliar with the squirrel, I recommend taking a closer look and understanding it well. Pnut has the right timing, location, and people; it's a very promising meme after doge and pepe, and it’s only a matter of time before it gets listed on CB and robbinhold.
4. On-chain memes may get another boost with the favorable news of CB listing Hippo, so keep an eye on that.
5. After the old coins are fomoed by Koreans, the market will look for other low market cap coins, so every coin will rise. There's no need to worry too much; just hold on.
6. The net inflow for U.S. Bitcoin ETFs is $353.95 million, with BlackRock's IBIT seeing a net inflow of $338 million.
7. Accompanied by the ATH of $ONDO in the #RWA track, this sector will continue to gain momentum. Currently, tracks like rwai, depin, and game have not made much progress, so they can also be a focus.
8. The U.S. government transferred 19,800 BTC ($1.92 billion) 9 hours ago, with 10,000 BTC ($962.9 million) sent to Coinbase. This doesn't necessarily mean a dump; it could be for custody.
9. The top traded coins on #upbit right now are: $xrp $doge $hbar $xlm $ens $ada $sand $btc $algo $link $avax, etc. For those interested, you can check the following address:
https://www.coingecko.com/en/exchanges/upbit
10. Coinbase has integrated Apple Pay into its deposit services. This is a significant event as it lowers the threshold for purchasing cryptocurrency, making the bull market next year unimaginable.
11. Co-founder of Magic Eden: ME token airdrop eligibility and distribution inquiries will open on December 4.
12. MicroStrategy has increased its holdings by about $1.5 billion, acquiring 15,400 BTC.
See original
Cryptocurrency Industry News * Important Daily Updates * November 30, 2024
1. $XRP skyrocketed; this coin hasn't stopped since Trump took office. After more than three years of consolidation and silence, it reached a historical ATH in just four weeks, with a market cap over 130 billion, making it the third largest cryptocurrency globally.
Last night’s surge in $XRP was related to positive news, as Brad Garlinghouse confirmed that RIPPLE will become a major shareholder of SWIFT.
2. XRP is driving old coins; today, we've seen $hbar, $ltc, $eos, $iota, and others experiencing a crazy surge. The market is currently increasing valuations for old coins and high market cap coins, which are worth paying close attention to.
3. The NFT sector performed well over the weekend; part of the market's focus was on NFTs like Penguins, Bored Apes, Azuki, etc., which all saw an increase of around 20%. However, it is not recommended for retail investors to speculate on NFTs, as there are too many tradable and speculative assets in the market; you’re not lacking. NFTs are suitable for collection, not speculation or trading.
4. The meme market on SOL was not ideal this weekend, but it still couldn't dampen the enthusiasm for on-chain PVP, with many memes being created daily, but the quality ones are few and far between.
5. As new memes experience fluctuations, old memes performed well this weekend, such as $pepe, $doge, $shib, etc., all seeing an increase, and the current trend looks healthy, suggesting continued strength ahead.
6. $ETH is driving the entire ecosystem upward; last week, the inflow of funds into Ethereum's ETF exceeded that of BTC's ETF, which is enough to indicate that institutions and capital are paying attention to ETH. Therefore, ETH's rise will drive the entire sector, especially the DEFI sector, such as $crv, $zro, $cvx, etc., which all performed well over the weekend. Going forward, ETH will continue to push forward, and DEFI and other sectors will also keep soaring.
7. South Korea will delay the collection of a 20% cryptocurrency tax for the third time. This creates favorable conditions for cryptocurrency again, which is good.
8. $JTO will unlock approximately 135 million tokens on December 8, accounting for 103% of the current circulation, valued at around $507 million.
9. The derivatives sector $hype is soaring this weekend, with the market cap briefly exceeding $op; the entire DEX experience is indeed very smooth.
10. Bitcoin's market share has dropped to 56.75%, indicating that the altcoin season has begun.
11. BlackRock CEO: Bitcoin is an international asset that does not rely on any country's fiat currency.
1. $XRP skyrocketed; this coin hasn't stopped since Trump took office. After more than three years of consolidation and silence, it reached a historical ATH in just four weeks, with a market cap over 130 billion, making it the third largest cryptocurrency globally.
Last night’s surge in $XRP was related to positive news, as Brad Garlinghouse confirmed that RIPPLE will become a major shareholder of SWIFT.
2. XRP is driving old coins; today, we've seen $hbar, $ltc, $eos, $iota, and others experiencing a crazy surge. The market is currently increasing valuations for old coins and high market cap coins, which are worth paying close attention to.
3. The NFT sector performed well over the weekend; part of the market's focus was on NFTs like Penguins, Bored Apes, Azuki, etc., which all saw an increase of around 20%. However, it is not recommended for retail investors to speculate on NFTs, as there are too many tradable and speculative assets in the market; you’re not lacking. NFTs are suitable for collection, not speculation or trading.
4. The meme market on SOL was not ideal this weekend, but it still couldn't dampen the enthusiasm for on-chain PVP, with many memes being created daily, but the quality ones are few and far between.
5. As new memes experience fluctuations, old memes performed well this weekend, such as $pepe, $doge, $shib, etc., all seeing an increase, and the current trend looks healthy, suggesting continued strength ahead.
6. $ETH is driving the entire ecosystem upward; last week, the inflow of funds into Ethereum's ETF exceeded that of BTC's ETF, which is enough to indicate that institutions and capital are paying attention to ETH. Therefore, ETH's rise will drive the entire sector, especially the DEFI sector, such as $crv, $zro, $cvx, etc., which all performed well over the weekend. Going forward, ETH will continue to push forward, and DEFI and other sectors will also keep soaring.
7. South Korea will delay the collection of a 20% cryptocurrency tax for the third time. This creates favorable conditions for cryptocurrency again, which is good.
8. $JTO will unlock approximately 135 million tokens on December 8, accounting for 103% of the current circulation, valued at around $507 million.
9. The derivatives sector $hype is soaring this weekend, with the market cap briefly exceeding $op; the entire DEX experience is indeed very smooth.
10. Bitcoin's market share has dropped to 56.75%, indicating that the altcoin season has begun.
11. BlackRock CEO: Bitcoin is an international asset that does not rely on any country's fiat currency.
Translate
付鹏11月24日在HSBC内部演讲速记《2024年年终回顾和2025年展望——对冲风险VS软着陆》
正值年底，虽然刚才汇丰一直强调大家不录音不录像，但大概率你挡不住。我在这儿讲话会谨慎一些，非常小心谨慎，大概率会有人透露出去，放到YouTube上，基本上所有见我都说付总我在YouTube上看过你的视频，我说那都是盗版的，靠盗版发财的也不少。
今天和大家分享的内容基本上都是官方的，回顾会多一点，展望不多，因为这个月展望完了之后下个月怎么办？有些话对我来讲我倒觉得很简单，本质上原来我们是做Hedge Fund出身，所以我们的逻辑框架整体具有极强的延续性，不是说今年去讨论，或者说明年去讨论。
惯性思维从2016年开始，我一直在跟大家强调这个世界已经完全不一样了。当然经历过过去的几年时间，我相信在座各位应该对这番话的理解变得越发深刻。
2016年实际上是美国特朗普的第一次大选，我有一个特点，我的特征是如果我觉得什么地方有投资机会，我可能第一时间去一线调研，我不喜欢看YouTube，我也不喜欢在网上扒。当然你会说，现在ChatGPT很强大了，人工智能好像能帮你解决很多问题，但你们有没有想过，可能广泛流传或者广泛传播的很多信息是错的。这一点在2012年当时我从日本做完调研回来之后，我的感悟
今天和大家分享的内容基本上都是官方的，回顾会多一点，展望不多，因为这个月展望完了之后下个月怎么办？有些话对我来讲我倒觉得很简单，本质上原来我们是做Hedge Fund出身，所以我们的逻辑框架整体具有极强的延续性，不是说今年去讨论，或者说明年去讨论。
惯性思维从2016年开始，我一直在跟大家强调这个世界已经完全不一样了。当然经历过过去的几年时间，我相信在座各位应该对这番话的理解变得越发深刻。
2016年实际上是美国特朗普的第一次大选，我有一个特点，我的特征是如果我觉得什么地方有投资机会，我可能第一时间去一线调研，我不喜欢看YouTube，我也不喜欢在网上扒。当然你会说，现在ChatGPT很强大了，人工智能好像能帮你解决很多问题，但你们有没有想过，可能广泛流传或者广泛传播的很多信息是错的。这一点在2012年当时我从日本做完调研回来之后，我的感悟
See original
How do I view Crypto + AI Agent?
TLDR:
AI Agent is an attractive narrative framework that combines AI generation, computing power, and intelligent agents, potentially creating new economic forms. Technological accelerationism drives the crypto community to embrace new technologies, even if these technologies are not yet fully mature; the crypto community is still keen to experiment. The practical application of AI is still limited; although AI shows potential in certain areas, the application scenarios of Web2 are constrained and have not fundamentally changed the way society produces.
The Charm and Challenges of AI Agents
From $VIRTUAL on Base to @myshell, the concept of AI Agents and the rise of MEME are astonishing. The combination of AI + Crypto is full of expectations, but most AI applications are still in the proof-of-concept stage, far from widespread implementation. The core advantage of AI Agents lies in their ability to automate decision-making and execution, but from Web2 to Web3, the maturity of technology remains an issue.
Technological Accelerationism and the Acceptance in the Crypto Community
The rapid changes in the crypto market make it easier to accept new technologies; AI Agents, as intelligent automation tools, could potentially become an important driving force in areas such as decentralized finance and smart contracts.
The Long-Term Prospects of AI + Crypto
As a believer in AI, I firmly believe that AI will replace many tedious human tasks, but I am not blindly optimistic about all AI Tokens. Where there is hot money, there is attention; although these projects may flourish in the short term, whether they can achieve practical applications and technological breakthroughs still requires more observation and validation. $ACT $WLD
TLDR:
AI Agent is an attractive narrative framework that combines AI generation, computing power, and intelligent agents, potentially creating new economic forms. Technological accelerationism drives the crypto community to embrace new technologies, even if these technologies are not yet fully mature; the crypto community is still keen to experiment. The practical application of AI is still limited; although AI shows potential in certain areas, the application scenarios of Web2 are constrained and have not fundamentally changed the way society produces.
The Charm and Challenges of AI Agents
From $VIRTUAL on Base to @myshell, the concept of AI Agents and the rise of MEME are astonishing. The combination of AI + Crypto is full of expectations, but most AI applications are still in the proof-of-concept stage, far from widespread implementation. The core advantage of AI Agents lies in their ability to automate decision-making and execution, but from Web2 to Web3, the maturity of technology remains an issue.
Technological Accelerationism and the Acceptance in the Crypto Community
The rapid changes in the crypto market make it easier to accept new technologies; AI Agents, as intelligent automation tools, could potentially become an important driving force in areas such as decentralized finance and smart contracts.
The Long-Term Prospects of AI + Crypto
As a believer in AI, I firmly believe that AI will replace many tedious human tasks, but I am not blindly optimistic about all AI Tokens. Where there is hot money, there is attention; although these projects may flourish in the short term, whether they can achieve practical applications and technological breakthroughs still requires more observation and validation. $ACT $WLD
See original
What is my view on Crypto + AI Agents?
TLDR:
1. As a narrative, the AI Agent itself is a very attractive narrative framework - the combination of AI generation, AI Agents, and computing power can break many industry boundaries and give rise to new economic forms.
2. The spread of technological accelerationism makes the crypto space more willing to accept and embrace new technologies, regardless of whether the actual applications behind these technologies are mature.
3. Despite the apparent application potential of AI, in reality, under the framework of Web2, the application scenarios of AI are still relatively limited and difficult to comprehensively change social production methods.
1. As a narrative, the AI Agent itself is a very attractive narrative framework - the combination of AI generation, AI Agents, and computing power can break many industry boundaries and give rise to new economic forms.
2. The spread of technological accelerationism makes the crypto space more willing to accept and embrace new technologies, regardless of whether the actual applications behind these technologies are mature.
3. Despite the apparent application potential of AI, in reality, under the framework of Web2, the application scenarios of AI are still relatively limited and difficult to comprehensively change social production methods.
See original
Market dynamics: AI concepts and the craze for on-chain memes
In recent years, the field of artificial intelligence (AI) has been experiencing unprecedented popularity. Especially under the leadership of CZ, AI-related projects have gradually become the focus of investors. Recently, AI Agent#virtualon Base was successfully launched on the Bithumb exchange and quickly triggered a surge, demonstrating the market's strong demand for AI-related memes.
However, although the old coins $FET on CEX (centralized exchange) also ushered in a wave of gains under the manipulation of DWF, the market reaction was not as expected. Despite the good market performance of $FET , its rise still failed to fully attract the favor of investors. In fact, investors seem to prefer the meme concept on the chain, and the AI concept has become the leader in this trend.
However, although the old coins $FET on CEX (centralized exchange) also ushered in a wave of gains under the manipulation of DWF, the market reaction was not as expected. Despite the good market performance of $FET , its rise still failed to fully attract the favor of investors. In fact, investors seem to prefer the meme concept on the chain, and the AI concept has become the leader in this trend.
See original
How I Remain Victorious in Meme Investments Through These 8 Key Questions
Before I buy an asset, I consider the following eight questions. This is not only the framework of my investment strategy but also a process of self-reflection. Each question represents a deep understanding of the market and strict adherence to investment principles. Here are my in-depth thoughts, hoping to inspire you.
1. Is there a market maker?
The existence of '庄' (market makers) not only affects price fluctuations in the market but is also a crucial factor in determining whether you can survive in investments. The so-called '庄' in the market is simply those with abundant capital, able to attract retail investors by controlling fluctuations to complete capital operations. In this process, market makers are not 'all-powerful' but achieve precise price manipulation by utilizing market sentiment and technical control.
1. Is there a market maker?
The existence of '庄' (market makers) not only affects price fluctuations in the market but is also a crucial factor in determining whether you can survive in investments. The so-called '庄' in the market is simply those with abundant capital, able to attract retail investors by controlling fluctuations to complete capital operations. In this process, market makers are not 'all-powerful' but achieve precise price manipulation by utilizing market sentiment and technical control.
See original
The Recovery of the Blockchain Track: The Potential and Opportunities of L2 and DeFi Tracks
As the global financial market gradually warms up, the blockchain industry is also welcoming the dawn of recovery, especially in the fields of #layer-2 (L2) solutions and decentralized finance (#DeFi ). Recently, against the backdrop of continuous adjustments in Bitcoin, the altcoin market has gradually shown strong growth momentum, providing new opportunities for investors and industry practitioners. In this round of track explosion, projects such as $UNI , $AAVE , $ENA , and $EIGEN have particularly stood out, attracting a lot of attention.
1. The Rise of L2 Solutions: Expanding Blockchain Scalability
1. The Rise of L2 Solutions: Expanding Blockchain Scalability
See original
The rise of decentralized science#DeSci has brought attention to projects such as $scihub $rif $rec $vita, but I personally prefer $scihub for the following reasons:
1) As a meme coin, scihub has already made a substantial contribution to scientific freedom, with the SCI_HUB website accepting 20% of token donations and utilizing community funds to cover server costs for the upcoming months, receiving support from its creator AleSandra Elbakyan.
2) The scihub community is pure in its meme essence, being true experimenters and supporters of the decentralized, open knowledge movement. Many early supporters of scihub benefited from A姐's paper-sharing initiative. The community jokingly claims that the master's degree content in the scihub community is the most refined, and the doctoral degree content is the highest.#DeSci
1) As a meme coin, scihub has already made a substantial contribution to scientific freedom, with the SCI_HUB website accepting 20% of token donations and utilizing community funds to cover server costs for the upcoming months, receiving support from its creator AleSandra Elbakyan.
2) The scihub community is pure in its meme essence, being true experimenters and supporters of the decentralized, open knowledge movement. Many early supporters of scihub benefited from A姐's paper-sharing initiative. The community jokingly claims that the master's degree content in the scihub community is the most refined, and the doctoral degree content is the highest.#DeSci
Translate
从区块链到永生：CZ与V神的终极思考
在加密圈的风口浪尖上，CZ和V神最近的一次线下会面成了大家津津乐道的话题。然而，谁也没想到，这两位在区块链世界呼风唤雨的人物，讨论的竟然不是技术，不是市场策略，而是——长生不老。
乍一听这个话题，未免有些荒诞。一个是刚刚经历了重重风波、“劫后余生”的币安掌舵者，一个是因为市场低迷、情绪抑郁的以太坊灵魂人物。此时此刻，谈论长生不老，似乎和他们过往专注的区块链叙事显得格格不入。但细想之下，这又何尝不是一种微妙的必然。
CZ的处境无需多言。在监管的围剿下，币安的未来看似依然坚挺，但外界都能感受到那层强撑着的疲惫。经历过这样的风暴，人的心态难免发生变化。正如古代帝王在九死一生后，总会转而追求长生之术——CZ或许也意识到，权力和财富终究无法摆脱时间的侵蚀。当他从市场的洪流中抽身片刻，谈论“长生不老”，未必是玩笑，更可能是一种对人类极限的挑战。
而V神呢？作为加密世界的天才，他的一生几乎都与代码和理想捆绑在一起。然而最近，市场的寒意似乎刺穿了他的外壳。以太坊社区的争论、外界对他的质疑、无数人的期待，让这个天才的肩膀变得愈发沉重。天才的世界里没有“普通”，压力的洪流让他陷入抑郁，甚至开始重新审视自己
乍一听这个话题，未免有些荒诞。一个是刚刚经历了重重风波、“劫后余生”的币安掌舵者，一个是因为市场低迷、情绪抑郁的以太坊灵魂人物。此时此刻，谈论长生不老，似乎和他们过往专注的区块链叙事显得格格不入。但细想之下，这又何尝不是一种微妙的必然。
CZ的处境无需多言。在监管的围剿下，币安的未来看似依然坚挺，但外界都能感受到那层强撑着的疲惫。经历过这样的风暴，人的心态难免发生变化。正如古代帝王在九死一生后，总会转而追求长生之术——CZ或许也意识到，权力和财富终究无法摆脱时间的侵蚀。当他从市场的洪流中抽身片刻，谈论“长生不老”，未必是玩笑，更可能是一种对人类极限的挑战。
而V神呢？作为加密世界的天才，他的一生几乎都与代码和理想捆绑在一起。然而最近，市场的寒意似乎刺穿了他的外壳。以太坊社区的争论、外界对他的质疑、无数人的期待，让这个天才的肩膀变得愈发沉重。天才的世界里没有“普通”，压力的洪流让他陷入抑郁，甚至开始重新审视自己
See original
From craze to implementation: How AI and DePIN take over the Meme craze
The recent Meme craze in the crypto market is like a carnival party, full of speculation and enthusiasm. **All kinds of funny token names and bizarre story settings have attracted capital influx and created the myth of "getting rich overnight". **But think about it carefully, is this really a game for ordinary investors? **Meme is more like a show for a few speculative masters. It requires extremely high market acumen, extremely fast reaction speed, and the courage to take high risks. **For most people, this is a game that can only be watched from the outside. And those who "watch others make money" will always look forward to another opportunity, an opportunity to bring more people to participate.
Translate
我们和那些顶尖交易者之间到底缺少了什么
看到最近$BTC 涨幅如此夸张 到处都在fomo 但是我想劝大家冷静一点 拿好你的现货 少操作 别乱操作 小仓位玩玩合约期权 持续定投$BTC
看到最近$BTC 涨幅如此夸张 到处都在fomo 但是我想劝大家冷静一点 拿好你的现货 少操作 别乱操作 小仓位玩玩合约期权 持续定投$BTC