The new round of battles for the billion-level contract master has begun!👊
Early this morning, he went long on 1,698 coins at an average price of $83,568.65, with a value of 142 million US dollars; it seems he first established a base position. Subsequent additions or reductions of positions cannot be ruled out.
Positive news! Early planning! Inventory of projects currently undergoing buybacks:
Jupiter: A total of $300 million to $400 million in funds, with 50% used for ongoing buybacks. Currently backing the buyback funds, over 3.5M worth $JUP has been repurchased.
$MKR : Faced with a hostile takeover, approximately $1M of MKR is being repurchased daily for defense, expected to continue for over 50 days (>50M).
$RAY : Expenses of $250 million to $300 million, with 70-75% of expenses allocated for buybacks (but recently impacted by a pump, revenue may decrease).
Hyperliquid: Revenue of $400 million to $500 million, will be fully used for the buyback of $HYPE.
metaplex: A total of $40 million to $50 million, with monthly buybacks of approximately $2 million to $3 million for $MPLX.
An article analyzing why $SOL plummeted? Can you buy the bottom?
1. The Argentine president issued a coin and then deleted the tweet: After the Argentine president issued the coin, he deleted the relevant tweets, which led to a large-scale sell-off.
2. Cabal Group self-exposure: The Cabal Group behind it self-exposure involved multiple projects (such as JUP, Trump, Libra, etc.), triggering a crisis of trust in the entire ecosystem in the market, and a large amount of funds withdrew.
3. Liquidity crisis: Panic selling led to liquidity depletion, accelerated price declines, and the chain liquidation of leveraged positions further exacerbated the selling pressure.
Suggestions:
1. SOL can withstand the storm, and those who have faith can observe and buy the bottom of SOL.
2. Track hot investment: Track hot events such as Fed data, Japan's interest rate hike, the collapse of US stocks, and the surge in Chinese stocks. There is capital only when there are hot spots. #阿根廷总统MEME币争议 #
Reviewing the manipulation path of the ten-thousand-fold coin $TST
[Phase 1: The origin of testing coins and dark warehouse layout] On February 6th at 13:00, a teaching video on the BNB Chain was exposed to secretly contain the testing coin $TST (initial market value of 300,000 to 500,000 USD). Early participants intervened through insider trading, but later, due to the official deletion of the video, a sell-off was triggered, and the coin price fell to a low. This stage was similar to other testing coin speculation models on-chain but did not attract sustained attention. [Phase 2: The effect of CZ's tweets] That evening at 20:00, CZ first mentioned $TST in a teasing manner, emphasizing it was unrelated but tacitly allowing its spread. The market's speculation point shifted to 'CZ's first retweet of a MEME coin' and 'the team previously operated the BNB project,' causing the market value to soar from 400,000 USD to 50 million USD. Many retail investors followed suit and got stuck.
In the crypto winter, do not be discouraged. This is the time for a strategic overtaking.
Best position allocation advice:
It is recommended to hold a combination of 50% Bitcoin and 50% stablecoin.
Accept the reality that it is impossible to accurately time the market peaks—capturing the peak in a four-year cycle is akin to a one in a thousand chance; overly pursuing unrealistic goals.
At this stage, a half-position strategy is the most prudent:
Stablecoin investments (50%) Allocate to Ethena USDE (Pendle interest rate about 18%) or AAVE/mainstream exchange investments (about 10%), which can generate stable cash flow without complex operations.
$BTC Bitcoin holdings (50%) Wait patiently for the long-term value realization brought by the official U.S. Bitcoin strategic reserves.
Supplementary allocation (optional)
5% faith-based currencies: such as ETH, SOL, DOGE, etc., adhere to personal cognitive logic.
5% flexible positions: participate lightly in market speculation, treating gains and losses as experiential costs to maintain market sensitivity.
This strategy balances stability of returns with upside potential, with interest supporting daily needs, Bitcoin anchoring expectations, and standing on solid ground.
The counterfeit market is in chaos, and many coins have dropped by 90%. If you are given 10,000 US dollars now, what will you choose? Do you still believe in the 🈶️ counterfeit season?
Token Ecosystem Map This year's priority is to choose coins from the United States Choosing coins with the most overlapping circles is definitely correct