Yang-uiux

Today's thoughts: Trading is simple, but human nature is complicated. When making products and designing products, we are dealing with the evil, greed and desire of human nature. The enemy is not the competitor, but ourselves #以太坊ETF批准预期 #美国大选如何影响加密产业？ #WazirX黑客事件

#美联储降息预期
Bear market comes to the forest, the forest is big and there are everything. At this moment, many local dogs have started to launch projects. Come on, if you seize the opportunity, you can take off. Opportunities and challenges coexist
#Bybit发布黑客取证报告 #btc

#CryptoLovePoem

In the past, I was more focused on the cost of capital, but as I gained experience, I deeply realized the importance of time cost. Taking NFTs and blockchain games as examples, these sectors require a significant amount of time for research and execution, but for individual investors (non-studios), the returns are often limited. In contrast, highly speculative projects like Dogecoin can lead to explosive growth in the short term, but they lack sustainability and are primarily driven by speculation. Rather than spending time chasing such opportunities, it is better to focus on researching the cryptocurrencies of mainstream exchanges (such as OKX and Binance), as these projects are more likely to achieve position growth.

Recent Thoughts + Good Websites

In the past, I paid more attention to the cost of capital, but with the accumulation of experience, I have come to realize the importance of time cost. Taking NFTs and blockchain games as examples, these sectors require a significant amount of time for research and execution, but for individual investors (non-studios), the returns are often limited. In contrast, highly speculative projects like Dogecoin can bring explosive growth in the short term, but they lack sustainability, and the core is still driven by speculation. Instead of spending time chasing such opportunities, it is better to focus on studying the cryptocurrencies on mainstream exchanges (such as OKX, Binance), as these projects are more likely to achieve position growth.

Macroeconomic Calendar: https://rili.jin10.com

Cryptocurrency Calendar: https://coincarp.com/events/

Project Research Tool: https://coinmarketcap.com

Token Unlock Query: https://token.unlocks.app/?category=all

Project Financing Query: https://rootdata.com

Mirror Article Search: https://index3.io

On-Chain Data Monitoring: https://nansen.ai/resources

Wallet Analysis: https://debank.com
#CryptoLovePoem

Wow. Truly touching, so eloquent.

Retribution will come sooner or later

Too Greedy

#BTC新高10W Historical Witness

Indeed, people wearing hats are really cool these days.

Token2049's essay summary

(Trust + value transfer) This is blockchain. Belief. Value is currency.

Under macro-rational analysis:
Both the project party and the VC are in a lazy state. They all know that fresh blood is needed, but they are unwilling to really invest money to do this, or they are waiting for others to do this in hardship. There is no confidence to create some new narratives, and the top V God is busy dating.
In fact, the biggest narrative is AI combined with Depin, etc. There are few players in the Chinese circle, and they are all foreigners playing, or Chinese circle activities and European and American players play by themselves. Although everyone knows that the ecological niche is becoming more and more important, what is your label?
Draw a picture. Segment the market from two dimensions: crypto native vs traditional, infrastructure vs application. Now, the second quadrant is very confused, the third quadrant is shrouded in FUD, the fourth quadrant has some breakthroughs, and the first quadrant is busy enjoying the traffic dividend. The market trend is confusing, what do you think
The current general trend is from payment to deposit, to loan to wealth management, to derivatives, to e-commerce. The path to industry is becoming clearer and clearer. For example, the Grad taxi app in Southeast Asia can support digital currency. In the final analysis, it is more rational: don't look at anything, be bullish. What applications, what ecology. What traditions. One rise can solve all worries, for example, BTC has a woolen ecology
1. Most panel guests are pessimistic about market expectations, and even worry that if there is no new innovation and new growth in May next year, the market ecology may be reshuffled and reshaped as a whole
2. Lack of innovation, the stock is concentrated at the top, the top 15 coins weighted by the number of users and market value, such as doge and shib, have fallen 70-80% from the highest point, and others are even worse (based on the data I have seen, I guess the exchange trading volume may decrease by 80% from this year)
3. Decentralized stablecoins and payment applications, two infrastructure constructions, are obvious incremental tracks
4. Second-tier exchanges have begun to hit marketing

Token2049 essay (trust + value transfer)

This is blockchain. Belief. Value is currency.

Under macro-rational analysis:
Both the project party and the VC are in a lazy state. They all know that fresh blood is needed, but they are unwilling to really invest money to do this, or they are waiting for others to do this in hardship. There is no confidence to create some new narratives, and the top V God is busy dating.
In fact, the biggest narrative is AI combined with Depin, etc. There are few players in the Chinese circle, and they are all foreigners playing, or Chinese circle activities and European and American players play by themselves. Although everyone knows that the ecological niche is becoming more and more important, what is your label?
The current general trend is from payment to deposit, to loan to financial management, to derivatives, to e-commerce. The path to industry is becoming clearer and clearer. For example, the grad taxi app in Southeast Asia can support digital currency. In the final analysis, be rational: don't look at anything, be bullish. What application, what ecology. What tradition. One rise can solve a thousand worries, for example, BTC has a woolen ecosystem
1. Most panelists are pessimistic about market expectations, and even worry that if there is no new innovation and new growth in May next year, the market ecology may be reshuffled and reshaped as a whole
2. Lack of innovation, stock concentration at the top, the top 15 coins weighted by user number and market value, such as doge and shib, fell 70-80% from the highest point, and others were even worse (based on the data I have seen, I guess the exchange trading volume may decrease by 80% from this year)
3. Decentralized stablecoins and payment applications, two infrastructure constructions, are obvious incremental tracks

It is right to go your own way, but it is wrong that you can't even walk (finally, I still hope everyone can make money steadily)

Under PVP, meme lacks a kind of momentum.
Momentum is culture, community or narrative, and under PVP, momentum becomes a scarce commodity. Binance's launch is also difficult to solve the industry's PVP dilemma.
After thinking about it, the solution must be people: there must be a good enough target to attract consensus, there must be strong enough people to participate in the consensus, and there must be enough time to build consensus.
There is only one direction in history, which is the direction that people work together.
Good narrative and good gameplay. Lack #本周美国将公布PCE、GDP数据

What do you think about this?

I was deeply touched when I saw someone else post a paragraph. It is difficult for people who really contribute to make money in this circle.

web3行业黑话

除了网上那些总结的，近期有什么黑话吗。ton生态的小游戏虽然迸发了不少新词，觉得还是不够。

All the analysis is just hooliganism

Seeing those so-called illustrators and analysts talking so well, I would like to ask, have you become rich after analyzing for so long?
The value of B circle itself is faith. You analyze faith and people. Are you a psychology expert? It is recommended to cancel all analysts and illustrators.

Finally, let me popularize:

Faith is usually an internal belief system of an individual or a group, involving morality, values ​​and supernatural power. For many people, faith is very personal and subjective, and may not be fully understood or explained through rational analysis. The content of faith often goes beyond the scope of logic and empirical science, so trying to understand or explain faith in an analytical way may not cover its full meaning.

However, there are indeed analyses and studies on the phenomenon of faith in academia and sociology, which often focus on the impact of faith on individuals and society, the formation process of faith, and the belief system in different cultures. These analyses are not intended to deny or question faith itself, but to better understand the role of faith in human life.

From this perspective, although the core of faith may be difficult to fully explain with analysis, studying the phenomenon of faith still has certain value.

On August 5, many countries had circuit breakers. The following two pictures will slowly show you what happened. Maintaining sufficient confidence in the market is the key.

Is the bull still there? Personal opinion

The big bull market ended in February and March this year. You can look at the trend. Many coins doubled in February and March, and some even doubled 10 times. Even if the interest rate is cut, there will not be much capital inflow. The bull market is gone. The real bull market was in February and March this year, so the bear market has begun so far
#比特币大会 #美国政府转移BTC

Binance 7th anniversary gift box is very exquisite #币安学习并赚钱 #以太坊ETF批准预期