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kithe

Alpha挖掘选手|加密爱好者|仅分享个人看法不做参考投资建议!
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ASTER Holder
ASTER Holder
High-Frequency Trader
2.1 Years
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Portfolio
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So impressive, Hyperliquid that——11 people generated a net profit of 900 million USD, averaging over 80 million each Founder Jeffrey Yan, who came from MIT, the team basically didn't raise much funding to reach this scale Mechanism is an on-chain perpetual contract exchange, All fee income flows back to $HYPE holders and the HLP treasury, not relying on token unlocks to profit from people {future}(HYPEUSDT) The profit figures are derived from on-chain data calculations, not from financial reports Just this, 11 people.......
So impressive, Hyperliquid that——11 people generated a net profit of 900 million USD, averaging over 80 million each

Founder Jeffrey Yan, who came from MIT, the team basically didn't raise much funding to reach this scale

Mechanism is an on-chain perpetual contract exchange,

All fee income flows back to $HYPE holders and the HLP treasury, not relying on token unlocks to profit from people

The profit figures are derived from on-chain data calculations, not from financial reports

Just this, 11 people.......
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Big brother is here to restock again Saved 2.4 million dollars and directly went all in on 54,157 pieces at the position of 44.3 Checked the records and lost money running away from the hype bought two months ago He's back again 😂 Teachers, do you have a regular investment for $HYPE ? {future}(HYPEUSDT)
Big brother is here to restock again

Saved 2.4 million dollars and directly went all in on 54,157 pieces at the position of 44.3

Checked the records and lost money running away from the hype bought two months ago

He's back again 😂

Teachers, do you have a regular investment for $HYPE ?
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Sure enough, giving fewer chips is good for pulling the market I looked at the accounts created in January, a single account wore down 10u and was given 481 pieces At the current price, fully unlocking a single account is 200u+, Haha, unfortunately, there’s only 30%, just need 10u wear to get 144 pieces Anyway, that's about it, let’s see how it goes So, does this mean that the fun has come back? 🤡 $GENIUS {alpha}(560x1f12b85aac097e43aa1555b2881e98a51090e9a6)
Sure enough, giving fewer chips is good for pulling the market

I looked at the accounts created in January, a single account wore down 10u and was given 481 pieces

At the current price, fully unlocking a single account is 200u+,

Haha, unfortunately, there’s only 30%, just need 10u wear to get 144 pieces

Anyway, that's about it, let’s see how it goes

So, does this mean that the fun has come back? 🤡

$GENIUS
kithe
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I just saw that today's alpha is $GENIUS this birth

Fortunately, I only traded about 10,000 at that time and stopped

It's also a scam project riding on the investment of yzilabs!

What's funny is that you can claim your airdrop rewards,

but sorry, you can only claim 30% of the tokens, and 70% will be burned

Don't worry, there might be a reversal, or!

Locked for a year 🤣

This birth now added a refund option, do you really think it's that good? Wrong

Only the net Genius fees will be refunded, not the absolute fees.

What it means is: you made a transaction, total fees = 20 basis points (0.20%).

Among them:
- 15 basis points are PancakeSwap fees (or other DEX),

- 5 basis points are Genius fees.

Here, you will only get refunded “5 basis points are Genius fees” 🤣

Summary...

Pure bad guys

Looking at it this way, the airdrop amount is relatively small, although the project side is an sb, I estimate the chips are all in hand, don't get carried away and short, or you'll be re-educated by the project side teachers!
#ALPHA
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Strategy has bought again The 8-K document shows that from April 6 to April 12, approximately $1 billion was spent to purchase 13,927 BTC at an average price of $71,902. Looking at the current holdings: a total of 780,897 coins, with a total cost of about $59 billion, and an average cost of $75,577. The current BTC price is below the average price line (purchased at $71,902 but average $75,577), resulting in a paper loss 📉 Year-to-date return of 5.6% on $BTC , still buying, the rhythm hasn’t changed. Almost 800,000 coins now 🐮 {future}(BTCUSDT)
Strategy has bought again

The 8-K document shows that from April 6 to April 12, approximately $1 billion was spent to purchase 13,927 BTC at an average price of $71,902.

Looking at the current holdings: a total of 780,897 coins, with a total cost of about $59 billion, and an average cost of $75,577.

The current BTC price is below the average price line (purchased at $71,902 but average $75,577), resulting in a paper loss 📉

Year-to-date return of 5.6% on $BTC , still buying, the rhythm hasn’t changed.

Almost 800,000 coins now 🐮
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Recently, I've seen a lot about black Circle, asking why Drift didn't freeze the hacker immediately after being stolen, but instead played dead. ZachXBT questioned Circle about why they didn't freeze it. CEO Allaire responded in South Korea: Without law enforcement or court orders, Circle won't take action to freeze addresses, saying this is a "significant moral dilemma". Looking at the logic, what he means is that intervening privately poses a greater risk than not intervening—who defines whom to freeze? Of course, there are reasons for Drift being stolen, you can't just blame others for not safeguarding your money because of your own mistakes, right? 🤣 At the same time, they are promoting the Clarity Act, aiming to add a safety harbor clause for preventive freezing in extreme situations for stablecoin issuers 📋 This means that while there isn't one now, they are seeking legal tools. They also signed a partnership with Upbit's parent company Dunamu and Bithumb, promoting the compliant landing of USDC in the South Korean market. $DRIFT $CRCL {future}(CRCLUSDT) {future}(DRIFTUSDT)
Recently, I've seen a lot about black Circle,

asking why Drift didn't freeze the hacker immediately after being stolen, but instead played dead.

ZachXBT questioned Circle about why they didn't freeze it.

CEO Allaire responded in South Korea: Without law enforcement or court orders, Circle won't take action to freeze addresses, saying this is a "significant moral dilemma".

Looking at the logic, what he means is that intervening privately poses a greater risk than not intervening—who defines whom to freeze?

Of course, there are reasons for Drift being stolen,

you can't just blame others for not safeguarding your money because of your own mistakes, right? 🤣

At the same time, they are promoting the Clarity Act, aiming to add a safety harbor clause for preventive freezing in extreme situations for stablecoin issuers 📋 This means that while there isn't one now, they are seeking legal tools.

They also signed a partnership with Upbit's parent company Dunamu and Bithumb, promoting the compliant landing of USDC in the South Korean market.
$DRIFT $CRCL
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The DeAgentAI completed the first round of repurchase today A total of 500w, of course not all at once today 😂 Divided into three rounds to be completed within 90 days, and all repurchased tokens will be directly destroyed, permanently removed from circulation, without any lock-up or redistribution arrangements I took a look, and this repurchase money comes from the project's protocol income and trading income generated based on its own AI model. $AIA {future}(AIAUSDT)
The DeAgentAI completed the first round of repurchase today

A total of 500w, of course not all at once today 😂

Divided into three rounds to be completed within 90 days, and all repurchased tokens will be directly destroyed, permanently removed from circulation, without any lock-up or redistribution arrangements

I took a look, and this repurchase money comes from the project's protocol income and trading income generated based on its own AI model.
$AIA
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I just saw that today's alpha is $GENIUS this birth Fortunately, I only traded about 10,000 at that time and stopped It's also a scam project riding on the investment of yzilabs! What's funny is that you can claim your airdrop rewards, but sorry, you can only claim 30% of the tokens, and 70% will be burned Don't worry, there might be a reversal, or! Locked for a year 🤣 This birth now added a refund option, do you really think it's that good? Wrong Only the net Genius fees will be refunded, not the absolute fees. What it means is: you made a transaction, total fees = 20 basis points (0.20%). Among them: - 15 basis points are PancakeSwap fees (or other DEX), - 5 basis points are Genius fees. Here, you will only get refunded “5 basis points are Genius fees” 🤣 Summary... Pure bad guys Looking at it this way, the airdrop amount is relatively small, although the project side is an sb, I estimate the chips are all in hand, don't get carried away and short, or you'll be re-educated by the project side teachers! #ALPHA
I just saw that today's alpha is $GENIUS this birth

Fortunately, I only traded about 10,000 at that time and stopped

It's also a scam project riding on the investment of yzilabs!

What's funny is that you can claim your airdrop rewards,

but sorry, you can only claim 30% of the tokens, and 70% will be burned

Don't worry, there might be a reversal, or!

Locked for a year 🤣

This birth now added a refund option, do you really think it's that good? Wrong

Only the net Genius fees will be refunded, not the absolute fees.

What it means is: you made a transaction, total fees = 20 basis points (0.20%).

Among them:
- 15 basis points are PancakeSwap fees (or other DEX),

- 5 basis points are Genius fees.

Here, you will only get refunded “5 basis points are Genius fees” 🤣

Summary...

Pure bad guys

Looking at it this way, the airdrop amount is relatively small, although the project side is an sb, I estimate the chips are all in hand, don't get carried away and short, or you'll be re-educated by the project side teachers!
#ALPHA
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Reviewing Hackers forged a message to directly change the contract admin $237K, just like that it’s gone They minted 1 billion tokens out of thin air and ran away Hyperbridge's cross-chain gateway was used as an ATM "forged message"—even the signature verification passed, is this security audit just for show? 🫠 Admin rights of the cross-chain protocol can be replaced with a fake message $DOT holders, are you all okay? {future}(DOTUSDT)
Reviewing

Hackers forged a message to directly change the contract admin

$237K, just like that it’s gone

They minted 1 billion tokens out of thin air and ran away

Hyperbridge's cross-chain gateway was used as an ATM
"forged message"—even the signature verification passed, is this security audit just for show? 🫠

Admin rights of the cross-chain protocol can be replaced with a fake message

$DOT holders, are you all okay?
kithe
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$DOT was hacked, issued 1 billion!

The chain has already gone to zero

Is the exchange still at 1?

{future}(DOTUSDT)
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$DOT was hacked, issued 1 billion! The chain has already gone to zero Is the exchange still at 1? {future}(DOTUSDT)
$DOT was hacked, issued 1 billion!

The chain has already gone to zero

Is the exchange still at 1?
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Hua Ge's speech this time has a lot of information. The peace talks are about to succeed, saying that the bullish trend is coming? Buffett is hoarding cash, major countries are hoarding gold, and whether BTC is a safe haven or a burial this time will truly be revealed. However, the most ruthless part is the latter half— a few people can handle global companies, AI has directly saved the financing and management processes. Old entrepreneurs really can't sit still this time, understanding direction and demand, not getting involved with AI is just wasting experience points. So is it time to bottom-fish $BTC or go all in on AI projects? {future}(BTCUSDT)
Hua Ge's speech this time has a lot of information.

The peace talks are about to succeed, saying that the bullish trend is coming?

Buffett is hoarding cash, major countries are hoarding gold, and whether BTC is a safe haven or a burial this time will truly be revealed.

However, the most ruthless part is the latter half— a few people can handle global companies, AI has directly saved the financing and management processes.

Old entrepreneurs really can't sit still this time, understanding direction and demand, not getting involved with AI is just wasting experience points.

So is it time to bottom-fish $BTC or go all in on AI projects?
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Brother Loracle added a short position of $CL directly to $19.76 million, with 7x leverage At the same time, also increasing a long position of over 5x on TON Shorting and going long at the same time, the directions are different, but the positions are substantial On the long side, BTC, $TAO, ENA, and a bunch more, totaling over $47.17 million+ Feeling that CL being heavily shorted is somewhat of a signal $TON was chosen to increase the long position, not just a random bet Just completed the Catchain 2.0 upgrade these days, block generation speed increased 6 times Of course, this is just the first step of Pavel Durov's Make TON Great Again initiative Will it feel familiar in 2024? {future}(TONUSDT) {future}(CLUSDT)
Brother Loracle added a short position of $CL directly to $19.76 million, with 7x leverage

At the same time, also increasing a long position of over 5x on TON

Shorting and going long at the same time, the directions are different, but the positions are substantial
On the long side, BTC, $TAO, ENA, and a bunch more, totaling over $47.17 million+

Feeling that CL being heavily shorted is somewhat of a signal

$TON was chosen to increase the long position, not just a random bet

Just completed the Catchain 2.0 upgrade these days, block generation speed increased 6 times

Of course, this is just the first step of Pavel Durov's Make TON Great Again initiative

Will it feel familiar in 2024?
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Continue eating melon $WLFI has completely blown up here, and the more we dig, the more ridiculous it gets Sun is demanding that the other party take responsibility under their real name, claiming that WLFI has secretly planted backdoors, frozen investors' assets, and treats the community like an ATM WLFI's official Twitter directly fired back: "Does anyone still believe Justin Sun?" Finally throwing out the line "See you in court pal" —— what a guy, directly challenging to a fight But what's even more explosive than the mutual tearing apart is the on-chain data: The WLFI team borrowed over $150M+ in stablecoins using 5 billion WLFI as collateral on Dolomite They took the borrowed USD1 and used it to collateralize for USDC, and then cycled the USDC back This nested structure has not explained any reasons to the outside — the official wording: "rationale has not been disclosed" Now look at the scale: these two addresses account for 82% of Dolomite's TVL and 85% of the borrowing The entire protocol is basically WLFI's left hand turning into the right hand, operating in a vacuum 🔄 Now the WLFI price has to drop 75% to trigger liquidation Sounds safe? But don't forget — in mid-April, the investors' tokens will be unlocked!!! #WLFI #孙宇晨被黑名单 {future}(WLFIUSDT)
Continue eating melon

$WLFI has completely blown up here, and the more we dig, the more ridiculous it gets

Sun is demanding that the other party take responsibility under their real name, claiming that WLFI has secretly planted backdoors, frozen investors' assets, and treats the community like an ATM

WLFI's official Twitter directly fired back: "Does anyone still believe Justin Sun?"
Finally throwing out the line "See you in court pal" —— what a guy, directly challenging to a fight

But what's even more explosive than the mutual tearing apart is the on-chain data:

The WLFI team borrowed over $150M+ in stablecoins using 5 billion WLFI as collateral on Dolomite
They took the borrowed USD1 and used it to collateralize for USDC, and then cycled the USDC back

This nested structure has not explained any reasons to the outside — the official wording: "rationale has not been disclosed"

Now look at the scale: these two addresses account for 82% of Dolomite's TVL and 85% of the borrowing
The entire protocol is basically WLFI's left hand turning into the right hand, operating in a vacuum 🔄

Now the WLFI price has to drop 75% to trigger liquidation

Sounds safe?

But don't forget — in mid-April, the investors' tokens will be unlocked!!!
#WLFI #孙宇晨被黑名单
kithe
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$WLFI This pool of water gets murkier the more you stir it.

Today, Sun Ge fired shots at the blacklist backdoor,

and then Lianchuang Zach came out to clarify, saying the project has nothing to do with $TRUMP coin, and USD1 is thriving — sounds quite plausible.

But interestingly, someone directly pulled out the interest structure: the 80% supply of $TRUMP coin goes to those two entities, which have a high overlap with WLFI's related parties; for every dollar that comes in, 75 cents go directly to entities of the Trump family, zero investment, zero risk; Sun Ge's $75 million investment
came in, and the SEC withdrew the case right after…

Zach says all of this is "irrelevant."

Okay, assuming it's really irrelevant. Then why is the governance voting not transparent?

Why is there a blacklist in the contract? Why can Sun Ge's wallet be frozen at will? 🤔

{future}(WLFIUSDT)
{future}(TRUMPUSDT)
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Goodness, next week $HYPE will throw out $99.1M directly, is this the rhythm of weekly ongoing? But to be fair, $99M sounds scary, but they only unlocked 0.25% of the supply, this dilution rate is basically equivalent to a light drizzle 💧 no need to panic If we really talk about pressure, we still have to see if liquidity can handle such a large amount. $ASTER is also $25.2M ongoing weekly, although the scale isn't as exaggerated as HYPE, but the pattern of unlocking this week clearly shows a boiling frog in warm water. Together they make $124M, accounting for almost half of this week's unlock. One is huge low dilution, and the other is continuous supply, next week's market will probably have to look at the faces of these two {future}(HYPEUSDT) {future}(ASTERUSDT)
Goodness, next week $HYPE will throw out $99.1M directly, is this the rhythm of weekly ongoing?

But to be fair, $99M sounds scary, but they only unlocked 0.25% of the supply, this dilution rate is basically equivalent to a light drizzle 💧 no need to panic

If we really talk about pressure, we still have to see if liquidity can handle such a large amount.

$ASTER is also $25.2M ongoing weekly, although the scale isn't as

exaggerated as HYPE, but the pattern of unlocking this week clearly shows a boiling frog in warm water.

Together they make $124M, accounting for almost half of this week's unlock.

One is huge low dilution, and the other is continuous supply, next week's market will probably have to look at the faces of these two
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A few days ago, I reminded to be careful! I opened a long position myself, took a small profit and ran mad As a result, it has now increased by 2.5 times 🤡 That long contract address withdrew 31.93 million from Bitget In two days, assets rose from 37.54 million to 89.10 million, printing a total of 50 million dollars This market is really just a chaotic dance; teachers should be more careful! $RAVE {future}(RAVEUSDT)
A few days ago, I reminded to be careful!

I opened a long position myself, took a small profit and ran mad

As a result, it has now increased by 2.5 times 🤡

That long contract address withdrew 31.93 million from Bitget

In two days, assets rose from 37.54 million to 89.10 million, printing a total of 50 million dollars

This market is really just a chaotic dance; teachers should be more careful!
$RAVE
kithe
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$RAVE 24 Hours skyrocketed by 232%!

On-chain analysts monitor that two addresses suspected to be related to the project party charged 18.58 million RAVE to a certain platform near the price rise point.

18.58 million were charged to a certain platform 10 hours ago, precisely at the price rise point,

0.43 shot up to around 1 dollar now.

The actions of the project party’s address are always a step faster than the announcements, this kind of 'god-level timing' is either due to information asymmetry,

or... you know what I mean.

Teachers doing contracts should still be cautious!!!
{future}(RAVEUSDT)
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$WLFI This pool of water gets murkier the more you stir it. Today, Sun Ge fired shots at the blacklist backdoor, and then Lianchuang Zach came out to clarify, saying the project has nothing to do with $TRUMP coin, and USD1 is thriving — sounds quite plausible. But interestingly, someone directly pulled out the interest structure: the 80% supply of $TRUMP coin goes to those two entities, which have a high overlap with WLFI's related parties; for every dollar that comes in, 75 cents go directly to entities of the Trump family, zero investment, zero risk; Sun Ge's $75 million investment came in, and the SEC withdrew the case right after… Zach says all of this is "irrelevant." Okay, assuming it's really irrelevant. Then why is the governance voting not transparent? Why is there a blacklist in the contract? Why can Sun Ge's wallet be frozen at will? 🤔 {future}(WLFIUSDT) {future}(TRUMPUSDT)
$WLFI This pool of water gets murkier the more you stir it.

Today, Sun Ge fired shots at the blacklist backdoor,

and then Lianchuang Zach came out to clarify, saying the project has nothing to do with $TRUMP coin, and USD1 is thriving — sounds quite plausible.

But interestingly, someone directly pulled out the interest structure: the 80% supply of $TRUMP coin goes to those two entities, which have a high overlap with WLFI's related parties; for every dollar that comes in, 75 cents go directly to entities of the Trump family, zero investment, zero risk; Sun Ge's $75 million investment
came in, and the SEC withdrew the case right after…

Zach says all of this is "irrelevant."

Okay, assuming it's really irrelevant. Then why is the governance voting not transparent?

Why is there a blacklist in the contract? Why can Sun Ge's wallet be frozen at will? 🤔
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Wow, this Bittensor news is too big The founder personally admitted—stabbed in the back by his own Brother Samuel directly ran away, and conveniently smashed the subnet 3 subnets went to zero, holders of $TAO are buried together This is not a rug, this is called a family betrayal Const said Samuel "flew too close to the sun and got burned" To put it simply: people get popular and then come out to harm others Now starting to remedy the situation, implementing some kind of lock-up commitment mechanism It's too late to mend the fold, retail investors' money is already gone😭 {future}(TAOUSDT)
Wow, this Bittensor news is too big

The founder personally admitted—stabbed in the back by his own

Brother Samuel directly ran away, and conveniently smashed the subnet

3 subnets went to zero, holders of $TAO are buried together This is not a rug, this is called a family betrayal

Const said Samuel "flew too close to the sun and got burned"

To put it simply: people get popular and then come out to harm others

Now starting to remedy the situation, implementing some kind of lock-up commitment mechanism

It's too late to mend the fold, retail investors' money is already gone😭
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Wow, Brother Machi's 13-game winning streak is gone just like that 😤 A wave of market collapse, and the $BTC long positions just couldn't hold on Lost $192,000, liquidated and exited 💀 The reputation built from 13 consecutive wins Could not hold on just once, and everything was returned Teachers, myths are always temporary If Machi is like this, what about you and me? 🤷 $BTC {future}(BTCUSDT)
Wow, Brother Machi's 13-game winning streak is gone just like that 😤

A wave of market collapse, and the $BTC long positions just couldn't hold on
Lost $192,000, liquidated and exited 💀

The reputation built from 13 consecutive wins
Could not hold on just once, and everything was returned

Teachers, myths are always temporary
If Machi is like this, what about you and me? 🤷
$BTC
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$ETHFI Attention! One hour ago, this guy withdrew 3.6 million from Binance $ETHFI , and directly sold for 1.587 million USDC It feels like because of today's news, the big guy is clearing out the altcoins again {future}(ETHFIUSDT)
$ETHFI Attention!

One hour ago, this guy withdrew 3.6 million from Binance $ETHFI ,

and directly sold for 1.587 million USDC

It feels like because of today's news, the big guy is clearing out the altcoins again
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I went, Bitcoin has been hit by politics again JD Vance said, "Negotiations with Iran have collapsed" BTC directly dropped below $72,000 Teachers, with just this one sentence, how many positions are gone?😭 Negotiations in Pakistan, the situation in the Middle East, the mouths of American politicians Any one of them could shake things up, and the coin price kneels in respect Retail investors are still studying candlesticks, looking at RSI, drawing support levels When the Vice President speaks, all technical analysis goes out the window I really can't hold on anymore It's not a bear market, it's a news market You never know which direction the next tweet will come from to poke you😂 Teachers, can you hold on? Or have you quietly lowered your stop-loss?🫡$BTC {future}(BTCUSDT)
I went, Bitcoin has been hit by politics again

JD Vance said, "Negotiations with Iran have collapsed"
BTC directly dropped below $72,000
Teachers, with just this one sentence, how many positions are gone?😭

Negotiations in Pakistan, the situation in the Middle East, the mouths of American politicians
Any one of them could shake things up, and the coin price kneels in respect

Retail investors are still studying candlesticks, looking at RSI, drawing support levels
When the Vice President speaks, all technical analysis goes out the window

I really can't hold on anymore
It's not a bear market, it's a news market
You never know which direction the next tweet will come from to poke you😂

Teachers, can you hold on?
Or have you quietly lowered your stop-loss?🫡$BTC
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Wow, this big guy is really ruthless! Not even blinking while smashing 4.7 million U to get WBTC. Cost 72,720 dollars Held for only 15 hours, 72,536 dollars directly liquidated and ran away💰 Lost 12,000 U, saying buy just buy, saying withdraw just withdraw?😭 Pure experience card, ready to be a bag holder again? Teachers' speed is something retail investors can't understand $BTC {future}(BTCUSDT)
Wow, this big guy is really ruthless! Not even blinking while smashing 4.7 million U to get WBTC.

Cost 72,720 dollars

Held for only 15 hours, 72,536 dollars directly liquidated and ran away💰

Lost 12,000 U, saying buy just buy, saying withdraw just withdraw?😭

Pure experience card, ready to be a bag holder again?

Teachers' speed is something retail investors can't understand
$BTC
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