一九投研
110 Posts
一九投研
研究员 | 关注Crypto・AI・美股・预测市场
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#Four is back again.
Whenever a new narrative emerges in the market, it always rushes out to ride the hype at the first moment.
First it learned Kaito, then it learned Virtuals,
then it started doing staking,
and then it followed Pump.fun to play with token launches.
So what happened?
It poked at every direction,
but in the end it turned into something that doesn’t fit anywhere.
After the staking launched last August, the coin price briefly surged for two days, then it immediately entered a full-blown crash mode.
A relentless cascade downward—
and by now it has already dropped 20x.
The answer the market gave is brutal:
without real narrative-building ability, it’s hard to survive long-term just by chasing trends.
But recently, the Meme market seems to be showing signs of recovery again.
So Four is back to ride this wave.
I have to say, it nailed the timing.
#FORM
Whenever a new narrative emerges in the market, it always rushes out to ride the hype at the first moment.
First it learned Kaito, then it learned Virtuals,
then it started doing staking,
and then it followed Pump.fun to play with token launches.
So what happened?
It poked at every direction,
but in the end it turned into something that doesn’t fit anywhere.
After the staking launched last August, the coin price briefly surged for two days, then it immediately entered a full-blown crash mode.
A relentless cascade downward—
and by now it has already dropped 20x.
The answer the market gave is brutal:
without real narrative-building ability, it’s hard to survive long-term just by chasing trends.
But recently, the Meme market seems to be showing signs of recovery again.
So Four is back to ride this wave.
I have to say, it nailed the timing.
#FORM
After more than half a year, BN is finally back on Meme.
And what's interesting is that the first to move were the old Memes in Alpha that were almost forgotten.
#KOMA is especially outrageous today. When I saw it, the trading volume had already surged to 12m, and the coin price nearly tripled in half a day.
My first thought was: did the project team finally start doing something?
But after scrolling through the official X account and TG, I was even more confused.
The official account hasn't posted in half a month, and the last TG message is still stuck at last November. No announcements, no collaborations—there isn’t even a screenshot image trying to ride the hype.
It feels like the project team still hasn’t even woken up, while the coin already took off.
So where did this money come from?
I guess once BN returned to Meme, the market started betting that there would be a second and third Meme. Since the new Meme is hard to pre-position in advance, the funds just turned back to sweep up the older coins in Alpha that still have a bit of recognition—KOMA was dug back up like that.
That said, this kind of market is also kind of awkward.
If the project team doesn’t step up to carry the momentum, and everything relies only on sector rotation, the hype comes quickly and may leave even faster.
So for KOMA this time—does it come back from the ashes, or just a dead cat that jumps?
And what's interesting is that the first to move were the old Memes in Alpha that were almost forgotten.
#KOMA is especially outrageous today. When I saw it, the trading volume had already surged to 12m, and the coin price nearly tripled in half a day.
My first thought was: did the project team finally start doing something?
But after scrolling through the official X account and TG, I was even more confused.
The official account hasn't posted in half a month, and the last TG message is still stuck at last November. No announcements, no collaborations—there isn’t even a screenshot image trying to ride the hype.
It feels like the project team still hasn’t even woken up, while the coin already took off.
So where did this money come from?
I guess once BN returned to Meme, the market started betting that there would be a second and third Meme. Since the new Meme is hard to pre-position in advance, the funds just turned back to sweep up the older coins in Alpha that still have a bit of recognition—KOMA was dug back up like that.
That said, this kind of market is also kind of awkward.
If the project team doesn’t step up to carry the momentum, and everything relies only on sector rotation, the hype comes quickly and may leave even faster.
So for KOMA this time—does it come back from the ashes, or just a dead cat that jumps?
Hey, I just received my SpaceX allocation compensation. I put in over 2000 USDT and got 0.21 shares of SPCX. Did everyone else receive the same amount? Is the allocation the same for everyone?
Verified
The SpaceX IPO was a total bust, and it tied up my funds for so long.
A friend of time is not as good as a friend of the leader
Here's a joke:
My colleague used Claude to check for file errors,
and Claude flagged the schedule as violating labor laws!
My colleague used Claude to check for file errors,
and Claude flagged the schedule as violating labor laws!
Dude, kids in the capital are starting OPC at just 10 years old!
Heard there's a job called 'bull, bear, and chicken,' and I ended up running into one.
Scan to grab your bonus, I just scored a 2u, you guys should scan and see how many u's you can get!
I can't believe it, Elon really left a message for Hotbit...
In places where gun ownership is legalized, the elderly, weak, women, and children can rely on a gun to directly level the playing field or even counter the strength disparity with strong men.
The same goes for the AI era: humanities graduates can completely use Claude Code to level the field, or even critically strike those who stubbornly adhere to traditional programming methods.
If you are studying journalism and still only regard AI as a writing assistant, then you are too outdated.
Humanities graduates must truly master Vibe Coding to avoid falling into poverty in the future.
As for those who are still relying on traditional handwritten news articles, they will eventually be completely eliminated.
The same goes for the AI era: humanities graduates can completely use Claude Code to level the field, or even critically strike those who stubbornly adhere to traditional programming methods.
If you are studying journalism and still only regard AI as a writing assistant, then you are too outdated.
Humanities graduates must truly master Vibe Coding to avoid falling into poverty in the future.
As for those who are still relying on traditional handwritten news articles, they will eventually be completely eliminated.
People don't only die when they get old
People can die at any time
If there's something you want to do, do it right away
If there's a place you want to go, go there right away
If there's someone you want to see, see them right away
Cherish every moment in the present
Don't leave regrets for yourself
Live well
In the next 10 years
The lifespan of humans will reach 150 years
In the next 10 years
Everyone will gain sufficient wealth and freedom
In the next 10 years
Human life will be happier than in any previous era
People can die at any time
If there's something you want to do, do it right away
If there's a place you want to go, go there right away
If there's someone you want to see, see them right away
Cherish every moment in the present
Don't leave regrets for yourself
Live well
In the next 10 years
The lifespan of humans will reach 150 years
In the next 10 years
Everyone will gain sufficient wealth and freedom
In the next 10 years
Human life will be happier than in any previous era
Insights from this trip to Shenzhen:
If conditions allow, I should fly home once a week.
If conditions do not allow, I should fly home once a month.
I truly felt the spring breeze of the reform and opening-up policy from the 1980s that I read about in history books…
If conditions allow, I should fly home once a week.
If conditions do not allow, I should fly home once a month.
I truly felt the spring breeze of the reform and opening-up policy from the 1980s that I read about in history books…
Last night I queued up to refuel and filled up a tank before midnight!
Today, as soon as the market opened, the car was gone!
Today, as soon as the market opened, the car was gone!
Are you still hiring at your KTV?
These two images resonate with each other.
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