0xLoki

Codex is kind of stupid

I just reset yesterday. I started trading with the Binance Agentic Wallet, set up a strategy, and after a while I wanted to change it so it would just place a market buy order. No matter what, it refused. I told it that I wanted to change the strategy and rules beforehand, but that also didn’t work.

What’s even more stupid is that when I configure the strategy + focus on my requirements three times, the monthly quota is gone (the $8 package account).

Then I switched to Claude. Even though there are a bunch of restrictions, it let me use the command line.

But in the end, in about half an hour, I got everything done—configuration, strategy, and execution.

My weekly quota consumption is only 7% (the $20 package account).

I originally thought maybe I could switch everything over to GPT, but now I don’t think so.

You get what you pay for, cheap stuff is no good.

When it launches, I’m going to massively go long $ANTHROPIC and massively go short $OPENAI

$TRUMP

You can throw it into the ditch now

Rallies are purely market Fomo

The U.S. government is still continuously draining pools from CEX and DEX

$ZEC is the real btc！

TermMax's S1 has already started. This time is a whole new set of rules: the core is to earn weekly wages by using the products to score the “Five Rating” — Tico.

1/ Overall Logic

The platform assigns your activity level to **Five Ratings (marks)**. Each rating corresponds to a different product behavior:

—— Lending — Fixed-rate lending
—— Vault — Vault deposits
—— Borrowing — Borrowing positions
—— Engagement — Social activities
—— Options — Options trading

2/ Points

The platform has two types of coins—know the difference:

—— Tico (weekly wage): Main reward. Settled once per week. Can be used for the Lucky Bar, the shop, and in the future to buy rare coins.

—— Ancient Coin (rare coin): Earned through quests and events. Not from weekly settlement. In the future, it can be used to redeem TMX for staking.

From S0, it’s clear that the entire TMX points system is still very Solid, and participation in the upcoming few seasons is expected to be very strong.

3/⚠️ You must have an invitation code

It’s currently invite-only—you must have an invitation code to participate. Joining early will definitely have a significant advantage.
@TermMaxFi #Termmax
$SNDK $ETH

Don’t look—teachers are already reaching the highest point, even succeeding at turning short to long on a minute-by-minute basis.

When next week BTC breaks 80k, they can still pull out long positions from up your pants.

$XRP $ZEC

On BSC and Solana, dozens of people trade back and forth—you fuckin’ can’t make any money.

Trump issues tokens, even with advance notice.

Globally, 300 million mouse-clickers circle this coin, and Trump’s whole family still has to dip into the pool.

Why do you think you can beat it?
$SNDK $ETH

Last night, USDD just now encountered a minor bank run— the U in the ETH PSM pool was drained, possibly due to the wlfi lawsuit and the impact of HTX.

Brother Sun quickly topped up the liquidity.

However, funds are still continuing to flow out. After adding the pools on all three chains last night, the total PSM redeemable liquidity was $60m; now it’s down to $36m.

Also, the Binance Wallet USDD campaign still has about a dozen days left.

We still need to keep an eye on whether the bank run continues, and whether the Binance campaign will be extended 👀

I feel that this so-called “Trump” coin-issuing—won’t be the kind everyone is thinking.

Before the coin-issuing news came out, the SEC just released proposed rules: it would allow ICOs to be unbanned, and—under the provision of financial reports + accepting audits—permit issuing up to $75 million in securities during each 12-month period.

If it’s issued the way $Trump and solana:FUAfBo2jgks6gB4Z4LfZkqSZgzNucisEHqnNebaRxM1P are doing, it probably won’t be able to extract much, since on-chain liquidity is so much worse than before.

It’d be better to do a $2–3B ICO: sell $75 million of ICO per year, then unlock the tokens and sell some more.

This injection is really too healthy.

Previously, the shorts were wiped out cleanly. The upper vacuum zone wasn’t easy to get into.

Now we’ll clear out the high-leverage longs too.

80k is just around the corner.

If the altcoins still aren’t pumping, you can push them into the ditch—it means some idiots are distributing/selling off.

$BTC $BNB

All takeoff conditions for $BNC are in place

1/ Governance war has ended, fundamentals are solid
2/ Premium is more than 50% negative, and reserve assets can generate cash flow
3/ The crypto market rebounds; $BNB is steadily rising
4/ Chips are dispersed, liquidity is low, making a bullish stampede easy to form

It may be only one more “launch” away—either a listing on bStocks or the appointment of a new CEO

Crypto bro brothers are easy to fool

Last year I was cut up badly by $Trump and $Melania, screaming

Today I heard that Trump is going to issue tokens again—everyone is like a dog, happily exchanging for USDG and lying in wait on Robinhood

HTX This is actually simple

1/ There are 4 days left until the 25th. As of now, the court hasn’t issued any new announcements. In another 2 days, Binance’s restrictions will take effect. In another 4 days, most platforms will also have to take corresponding measures.

So what’s going on? The court announcement decides.

2/ About Kraken’s poisoning: HTX claims it was users’ behavior. But that doesn’t make sense—why weren’t the users’ abnormal activities caught by risk controls, and why is the poisoning behavior still ongoing even now? Why hasn’t this account been banned?

I still remain skeptical about this.

3/ Besides the regulatory issues in the UK, the dispute involving WLFI could also shift from an economic matter to a political one.

4/ As a user, there’s no reason to gamble—if you win, what do you gain? If you lose, you’ll be at a huge loss.

Whether it’s the US stock market, the A-share market, or Crypto

The secondary market is doing great

And in a situation like this, you still have to go after memes—this is like throwing money into a meat grinder market

There’s at least a little bit of M

This shot was injected so healthily.

Before, the shorts had been cleaned out completely—now the upper vacuum zone is hard to get into.

Now let’s clear out the high-leverage longs too.

$80k is just around the corner.

If the alts still aren’t pumping, you can dump them into the ditch—means there are idiots distributing/selling off.

$ZEC $XRP

All takeoff conditions for $BNC are in place

1/ The governance war has ended, and the fundamentals are solid
2/ Negative premium exceeds 50%, and reserve assets can generate cash flow
3/ The crypto market rebounds, and $BNB continues to rise steadily
4/ Shares are dispersed, liquidity is low, making it easy for a long squeeze to trigger

It may only be one listing on bStocks away from ignition, or the appointment of a new CEO

Congratulations $BNC on returning to 3u

There are a series of favorable developments on the way $BNC.US

Breaking the previous high is only a matter of time

Share repurchase plan beyond expectations

Strong macro tailwinds

Can it still drop further

Koreans really aren’t good, damn it

$SKHYNIX $SNDK

Hynix is basically the Ethereum of the storage industry

So disgusting

When the market is up, it doesn’t follow
When the market drops, it’s faster than anyone
When the market is sideways, it still has to find a way to drag everyone down together

$SKHY ethereum:native

I’ve been too busy these past two days—quick recap, here are a few projects worth paying attention to:

1/ Busy Land @busy_land

On Monad, a Game-based model building on the original $James (the founder-related Meme) to issue a new Meme and use it for Busy Land.

I looked through Busy Land’s design and it’s not exactly super sophisticated, but I mainly see two reasons:

1）Robinhood has been doing memes brilliantly, and Monad also has that kind of demand

2）Nadfun and Leverup have both given endorsements, and James himself is also a legit Meme within the ecosystem

There are two modes for the initial Busy: one is where Busy trades against trades on Leverup—during the whitelist phase, right after it opens for 1 second, I didn’t see any remaining allocation. The second is where Busy invests $James and allocates by proportion.

But there’s a problem with Solana: 2g35LE4SW36dEWErdKuptcXNZaERtdeXNSpFjhtPpump has very high secondary-market slippage. I only put in $1,000 to see how much I can get. The rest will wait until Busy opens and starts mining for traction.

2/ HertzFlow @Hertzflow_xyz

Last night I was delayed by something going on outside, and I was thinking: what if I miss HertzFlow’s Vault.

Turns out, when I woke up early, it was all FUD and it still hadn’t filled up.

You can see how far the market’s risk appetite has already dropped.

This vault is essentially a counterparty setup for trading users. It’s a non-principal-guaranteed yield product. If you compare it to similar competitors, it’s probably around a 9%–15% trading APY plus airdrops.

If this were an old project, there would be absolutely no need to deposit. But because of the expectation of a one-time TGE, it turns into positive externalities.

Also, remember: only if you deposit for 90 days to full capacity do you get the highest weight—this is a classic exit penalty.

So, from a math perspective, what you’re facing is:
1) a very high probability of earning a return far above 9%–15%
2) a very small probability of losing your principal

What you need to decide is whether you can tolerate this tail risk, and deposit only the money you can afford to lose, then hold it until the end.

I personally plan to deposit a few tens of thousands to taste the sweet and salty.

3/ Multipli @multiplifi

A stupid project. They come out with a $250M FDV new issue right away. Existing users get a whitelist, and they also offer an option to lock the tokens for 1 year.

How could you not have any clue about what you’re doing when you raise $20 million in funding?

And the ICO only issued 0.4% of the tokens—what about the rest?

So you control over $250M—what of it? If I make money, I make 20%; if I lose, I lose 50%.

What the hell, I’m not going to deal with this. I’d rather head out and turn left to Metadao, isn’t that better?

Are new projects today still human?

They come in with a $250 million FDV

And then only raise $1 million

Which is about 0.4% of the Tokens

Then the remaining 19.6% is all held in your own hands, right?