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正积
983 Posts

正积

9年老韭菜,经历2轮牛熊。会经常写日记/复盘。每日重点新闻整理。
Open Trade
USD1 Holder
USD1 Holder
High-Frequency Trader
8.6 Years
1 Following
1.6K+ Followers
1.1K+ Liked
Posts
Portfolio
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I just finished watching today’s x. Didn’t see much, though. Does anyone have any information? #btc #eth
I just finished watching today’s x.

Didn’t see much, though.

Does anyone have any information?

#btc #eth
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Bought a bit of #pons Reason for selling~ 1. The project team cancels the buyback or reduces the buyback ratio. 2. The Robinhood chain is completely dead. The current margin of safety isn’t particularly good either; if it drops another 30%, it’ll be better #btc #eth
Bought a bit of #pons

Reason for selling~

1. The project team cancels the buyback or reduces the buyback ratio.

2. The Robinhood chain is completely dead.

The current margin of safety isn’t particularly good either; if it drops another 30%, it’ll be better

#btc #eth
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In essence~ BTC is an AI company A native AI company. A real AI company As the AI era becomes richer, BTC becomes more valuable just hold #eth #btc #AI
In essence~

BTC is an AI company

A native AI company. A real AI company

As the AI era becomes richer, BTC becomes more valuable

just hold

#eth #btc #AI
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I know BTC doesn’t have a 4-year bull-bear cycle anymore But I didn’t expect the reversal to come this fast #btc https://t.co/Xu0AZqmagE
I know BTC doesn’t have a 4-year bull-bear cycle anymore

But I didn’t expect the reversal to come this fast

#btc https://t.co/Xu0AZqmagE
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Get up and you’ll see #bitget has been stolen But I still have money in it I thought I should withdraw it quickly But now I can’t withdraw it anymore 😭 What should I do? Wait?
Get up and you’ll see #bitget has been stolen

But I still have money in it

I thought I should withdraw it quickly

But now I can’t withdraw it anymore 😭

What should I do? Wait?
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Binance’s first pre-IPO round - Polymarket has released quotas Get a 10,000 USDT quota when you reach alpha 199 #btc #eth #bnb
Binance’s first pre-IPO round - Polymarket has released quotas

Get a 10,000 USDT quota when you reach alpha 199

#btc #eth #bnb
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$BNC This is 7u haha Congratulations, you watched the message below. And keep up with the partners. 7u is currently a reasonable price. But if a bull market comes and bnb follows, then you can still imagine what could happen next.
$BNC This is 7u haha

Congratulations, you watched the message below. And keep up with the partners.

7u is currently a reasonable price.

But if a bull market comes and bnb follows, then you can still imagine what could happen next.
正积
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Continue from the previous line

After calculating, #bnc is a reasonable price at 7u

So the safety margin below 5u is still quite high.

At least hold it without feeling too phantom.

It’s almost 6u now.

Feels like once it’s over 6u, although it’s still okay, the odds are a bit off

#BNC
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Getting ready to sleep Open WeChat and you’ll see a reminder #btc is getting to 80,000 again When will it reach 200,000? Hahahaha Here comes the cow
Getting ready to sleep

Open WeChat and you’ll see a reminder

#btc is getting to 80,000 again

When will it reach 200,000?

Hahahaha

Here comes the cow
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Didn't even sell 7u—sold #uni and switched to #pons Even though pons is also rising today, seeing uni jump up from dry land anyway, I still feel a bit sad. Hahaha This is value investing. After all, pons has only 500 million fdv, while uni already has 5 billion mc and 8.0 fdv. Plus, after pons there’s no unlocked selling pressure, and there’s also an 80% buyback of returns. You told me not to hold pons, but to hold uni. I really can't do that.
Didn't even sell 7u—sold #uni and switched to #pons

Even though pons is also rising today, seeing uni jump up from dry land anyway, I still feel a bit sad. Hahaha

This is value investing. After all, pons has only 500 million fdv, while uni already has 5 billion mc and 8.0 fdv.

Plus, after pons there’s no unlocked selling pressure, and there’s also an 80% buyback of returns.

You told me not to hold pons, but to hold uni. I really can't do that.
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No matter how crazy the coin-and-stock market gets, it can’t change the stock’s intrinsic value—it only changes the stock’s short-term fluctuations. The stock’s long-term value still depends directly on the company behind it. So don’t let FOMO, driven by coin/crypto reasons, push you into holding a long-term position in a company’s stock. But today, the exit of form meme with #4stock and the notoriety it brought to #bnc has made this company well known. I had AI take a look: based on the number of bnb the company holds—if bnb doesn’t drop, or if the data checks out— #bnc still has a chance. #meme will eventually go to zero, and the stock still has some value. For players who can’t do well with on-chain short-term trades, if you want to participate, it’s better to buy some bnc. If you want to be more cautious, you can hedge with bnb. [CA屏蔽] [CA屏蔽]
No matter how crazy the coin-and-stock market gets, it can’t change the stock’s intrinsic value—it only changes the stock’s short-term fluctuations.

The stock’s long-term value still depends directly on the company behind it.

So don’t let FOMO, driven by coin/crypto reasons, push you into holding a long-term position in a company’s stock.

But today, the exit of form meme with #4stock and the notoriety it brought to #bnc has made this company well known.

I had AI take a look: based on the number of bnb the company holds—if bnb doesn’t drop, or if the data checks out—

#bnc still has a chance.

#meme will eventually go to zero, and the stock still has some value.

For players who can’t do well with on-chain short-term trades, if you want to participate, it’s better to buy some bnc.

If you want to be more cautious, you can hedge with bnb.

[CA屏蔽]

[CA屏蔽]
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Today's alpha order number has 55u Okay #CNPY
Today's alpha order number has 55u

Okay

#CNPY
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Among the top 10 earning protocols, 6 are related to memecoins. The crypto casino makes the most money #pons
Among the top 10 earning protocols, 6 are related to memecoins.

The crypto casino makes the most money

#pons
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While traveling I took a look at the market Nothing much happened Holding coins—then doing nothing else won’t do. Do the right things, and let time handle the rest.
While traveling

I took a look at the market

Nothing much happened

Holding coins—then doing nothing else won’t do.

Do the right things, and let time handle the rest.
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Emotions are here for the BSC chain. When the milk from yesterday was posted, by the time you looked at it this morning it was already 10x+ Recently, pay a bit more attention to the BSC chain’s market conditions, because once everyone gets attracted by #牛来 , there will definitely be some hot money looking for opportunities. As long as money comes in, any token with a bit of narrative behind it will be quickly pumped up. But you need to know how to take profit and cut gains in time—because emotions move too fast. #btc #eth #bnb
Emotions are here for the BSC chain.

When the milk from yesterday was posted, by the time you looked at it this morning it was already 10x+

Recently, pay a bit more attention to the BSC chain’s market conditions, because once everyone gets attracted by #牛来 , there will definitely be some hot money looking for opportunities.

As long as money comes in, any token with a bit of narrative behind it will be quickly pumped up.

But you need to know how to take profit and cut gains in time—because emotions move too fast.

#btc #eth #bnb
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Yesterday, it was actually giving you an opportunity. #牛来 100 times, in a day https://t.co/NfSCtjpfyp
Yesterday, it was actually giving you an opportunity.

#牛来 100 times, in a day https://t.co/NfSCtjpfyp
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Take a moment to celebrate~ my first buy of 100 shares #tal Buy slowly.
Take a moment to celebrate~ my first buy of 100 shares #tal

Buy slowly.
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You can check out this CreatorPad event by Dusk. After completing the tasks, you can get 480,000 DUSK. There are also additional rewards of 40,000 USDC on the livestream side. #btc #eth #bnb #sol #DUSK
You can check out this CreatorPad event by Dusk. After completing the tasks, you can get 480,000 DUSK. There are also additional rewards of 40,000 USDC on the livestream side.

#btc #eth #bnb #sol #DUSK
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The U.S. is creating a compliant pathway for perpetual contracts. The CFTC has allowed regulated exchanges to list perpetual contracts on a case-by-case basis, and the Hyperliquid Policy Center is also pushing for a DeFi-dedicated framework in the U.S. But this does not mean that Hyperliquid has opened perpetual contracts to users in the U.S. Once on-chain perps gain clear entry requirements, competition will shift from “who can do it” to “who has stronger liquidity, risk controls, and user experience.” #btc #eth #bnb #sol
The U.S. is creating a compliant pathway for perpetual contracts.

The CFTC has allowed regulated exchanges to list perpetual contracts on a case-by-case basis, and the Hyperliquid Policy Center is also pushing for a DeFi-dedicated framework in the U.S. But this does not mean that Hyperliquid has opened perpetual contracts to users in the U.S.

Once on-chain perps gain clear entry requirements, competition will shift from “who can do it” to “who has stronger liquidity, risk controls, and user experience.”

#btc #eth #bnb #sol
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RWA is expanding from government bonds to real credit: AUTO brings US auto loan yields to Solana, and the RWA value disclosed by BNB Chain is about $4 billion. Binance is also continuing to push bStocks. But putting assets on-chain doesn’t mean the risks disappear. Auto loans depend on delinquency rates and recovery rates; stock tokens depend on custody, redemption, and legal rights. What the chain changes is the circulation method—it won’t eliminate underlying credit risk. #btc #eth #bnb #sol
RWA is expanding from government bonds to real credit: AUTO brings US auto loan yields to Solana, and the RWA value disclosed by BNB Chain is about $4 billion. Binance is also continuing to push bStocks.

But putting assets on-chain doesn’t mean the risks disappear. Auto loans depend on delinquency rates and recovery rates; stock tokens depend on custody, redemption, and legal rights. What the chain changes is the circulation method—it won’t eliminate underlying credit risk.

#btc #eth #bnb #sol
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Grok 4.6 officially released. The focus isn’t just on “smarter chatting,” but on long-running Agents, multi-step coding, and self-verification. The official says its composite index has reached the level of GPT-5.6 Sol, with an API cost of $2 per million input tokens and $6 per million output tokens. What really matters is this: whether long tasks can stay on course, require less rework, and achieve the real cost of completing a task. #btc #eth #bnb #sol
Grok 4.6 officially released. The focus isn’t just on “smarter chatting,” but on long-running Agents, multi-step coding, and self-verification.

The official says its composite index has reached the level of GPT-5.6 Sol, with an API cost of $2 per million input tokens and $6 per million output tokens. What really matters is this: whether long tasks can stay on course, require less rework, and achieve the real cost of completing a task.

#btc #eth #bnb #sol
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