0聚鑫资本0

Last night a friend reached out to chat with me.
He held a UNI position of roughly 100k U, and after trading sideways for two or three days, last night a sudden “black swan” candle took him out on its own.
Before that, I had seriously explained UNI’s logic and the project background to him, but he hardly cared—his eyes were only on whether the price was going up or down and the red/green K-line bars. If it rose, he was happy; if it fell, he was miserable.
I suddenly realized how difficult it is to make him truly understand what “value investing” even means.
In the crypto world, those who only pump up based on news and emotions often find the higher they climb, the lonelier it gets—and in the end, most end up heavily in debt.
The essence of trading has never been about guessing the color of the next K-line. It’s about the misalignment between price and value.
Through the market’s repeated grind, turn the discrepancies in your understanding into your own long/short judgments.
If you decide when to buy and sell based on a single piece of news or a single K-line, then chances are you’re just a gambler whose final account will eventually go to zero.
Those who truly manage to survive don’t rely on luck. They rely on the habit of continuous learning over the long term, and the perseverance to explore the true nature of things.

Entered into a cake.
Reason: After the sec5-year exemption policy was opened, as basic infrastructure under bn, bn will also take action. The portal for tokenizing on-chain companies has already been opened.

After the Clarity Bill is passed. Among the three biggest leaders of DEX, who will be stronger?

Kept adding to my position in UNI.
Reason: On 9/16, the ARC chain mainnet launched, and infrastructure is still UNI. Even though income on the Roobonhood chain has declined, it still set a record for the highest daily burn. In this bull cycle, I’m bullish on a $20B FDV!

#uni On the square there are so many masters releasing VMs (uni). How is it that each one is all talk and wechat photo-editing? Release real positions once, one of you! If you can say out the specific logic, that counts as having at least some level.

The fake Trump wimps around, the real Trump strikes with force! #trump

Dabbled with some memes a bit—thanks to Sun Ge’s slot deal today for bringing me Haidilao. I made about 600 USD. There isn’t much to say about the emotional trade notes. The New Concept small essay first prize is well deserved—name lives up to its reputation. Two pools at 0.004–0.006 got fully filled. I already got eaten up by about 70 USD in fees.
#我的女友景甜

There’s no doubt about the hawking-and-calling-out skills of “熬鹰的喊单能力.” After zama, as a leading pickpocket needle in emerging privacy tech, it has already hit new highs. I choose ARX as well—also in the privacy track.
Reason: Even when sectors rotate, you still need your share of the soup. The positioning is better than zama.

#ALPHA🔥
In August, there are only three TGE candidates coming up: PROPR, FOLD, and RSGP. Here are my personal thoughts, briefly:

1. PROPR (focus)
Although it’s a Hyper project, there was previously an activity collaboration with Aster, so it feels like the team still has some connections with the Binance ecosystem. Of these three, if there’s one that could really push into Alpha, it’s probably this one. If it can, the future upside seems worth looking forward to.

2. FOLD
It’s an old, established project on the Ethereum chain. From what it looks like, it feels more like a routine announcement kind of pick. Back then I saw it doing CCA new listings on Uniswap, but after thinking it through, I decided not to get involved.

3. RSGP
It’s in the GameFi sector. To be honest, in this market cycle, GameFi is definitely not the most in-trend narrative right now. It just got listed on ASP pre-market yesterday, and the reported FDV is around 51M. If it can still squeeze into Alpha later on, pulling it up to 1E (100M) doesn’t seem like a big issue.
Overall, the only ones that are worth keeping an eye on for a chance at Alpha are PROPR and RSGP a little.

DYOR, everyone!

I made a program for monitoring my own chain, for dog fighting, specifically for the new alpha. It was too troublesome to monitor and push to Telegram before. This can be used directly on the computer. No need for a VPN. It's easy to operate. If you're interested, leave a comment with your chat ID. It's free. Mainly, I want some feedback to continue improving.

If you want to learn more about this aspect, I can also discuss the principles with you.

#gaib Title: Bridging AI and DeFi: Understanding GAIB's Dual Token Model and Huge Potential

Body:

Artificial Intelligence (AI) is the future, but the enormous computational power and funding requirements create high barriers to entry. The @gaib_ai project proposes a revolutionary solution: tokenizing real-world (RWA) AI infrastructure and linking it to DeFi on-chain.

This is not just a concept, but a sophisticated economic system driven by dual tokens:

💵 AI Dollar (AID): The Stable Foundation of the Ecosystem
It is a synthetic dollar backed by U.S. Treasury bonds and stable assets. This means AID has a solid real-world value support, providing a reliable, low-volatility trading medium and value scale for the entire ecosystem.

🎯 sAID: The Engine of Earnings and Participation
This is the certificate obtained after staking AID, unlocking deeper value:

Sustainable Earnings: By staking, lending, and other operations in the DeFi market, it brings continuous returns to holders.

Asset Liquidity: sAID itself is tradable, addressing the pain point of traditional staked assets being locked.

Participation in the Core Ecosystem: sAID may be key to participating in AI computing resource allocation and financing for cutting-edge robotics projects, allowing ordinary investors to share in the dividends of AI development.

My Opinion:
GAIB cleverly combines the growth potential of AI, the stability of RWA, and the liquidity of DeFi. It is not just a project; it is building an open and accessible future AI asset network.

#GAIB's model, do you think it can become a key bridge connecting the real world and the crypto world? What aspect of its potential do you find most promising?

#morpho $MORPHO 🚀 Explore Morpho (@morpholabs): Redefining the next generation of DeFi lending protocols!

Are you still looking for more efficient DeFi lending options? Morpho might have the answer for you!

It initially debuted as an “optimizer” for Aave and Compound, allowing depositors to earn higher yields and borrowers to pay lower interest through peer-to-peer matching. Today, its core, Morpho Blue, is a permissionless, highly modular underlying lending protocol. Anyone can create independent lending markets based on it, achieving excellent risk isolation.

Even better is the MetaMorpho vault built on Blue! Ordinary users do not need to understand complex parameters; they can simply deposit assets into a vault managed by a professional team to easily earn optimized returns. This is a key step towards Morpho's vision of an “open lending network.”

It is worth mentioning that Morpho has been integrated into the Binance Web3 wallet, and users participating through Simple Earn have the opportunity to earn rewards. Meanwhile, $MORPHO has also been launched through the Binance HODLer airdrop program, drawing attention to ecological development.

The future of $MORPHO is worth looking forward to! #Morpho

#linea $LINEA Theme: Linea——zkRollup Rising Star, the Future of Ethereum Scaling!

🚀 Linea (@lineaeth) as a zkRollup Layer2 solution developed by ConsenSys is redefining the experience of the Ethereum ecosystem! By leveraging zero-knowledge proof technology, Linea enhances transaction speed to new heights while maintaining Ethereum-level security and significantly reducing Gas fees!

🌍 Whether it’s DeFi, NFTs, or blockchain games, Linea's compatibility and efficiency open up infinite possibilities for developers and users. With the explosion of ecosystem projects, $LINEA has become the core infrastructure for building the next generation of DApps!

💡 Key Advantages:
✅ Seamless EVM Compatibility
✅ Extremely Low Transaction Costs
✅ Ethereum-Level Security
✅ Active Ecosystem Incentives

🔗 Follow #Linea now to get ahead in the Layer2 race and seize the next wave of growth opportunities!

#LINEA #Layer2 #zkRollup #Ethereum Ecosystem

The picture has ripened.

In this round of market, I think there is a point you haven't considered. The amount of Ethereum at over 4,000 and at over 2,000 is not the same. The trading volume is calculated by quantity; the same bullets can create exaggerated trading volume when the main force pulls up over 2,000, while over 4,000 has shrunk.