涛的财富笔记

Yesterday’s Alpha points dropped to 70 before people finished claiming them. A total of 60,000 (6W) portions were distributed. It shows that the number of people still genuinely grinding Alpha is now roughly down to about 50,000!

Because recently there haven’t been many air drops at all. Those who truly keep grinding every day have scores of over 200, and some people even have multiple accounts, so the real number is even lower!

Alpha scores may have new event gameplay coming soon. The very first episode—everyone definitely needs to participate. In other words, it’s what people call an on-chain IPO (PRE-ACCESS)!

In the past, ordinary people generally had very few chances to get seed-round allocation. But now Binance directly screens out some high-quality companies that are looking to get listed, and then uses Alpha scores to determine whether you’re eligible!

Honestly, I think this kind of model has very significant profit potential. Before, whether you made money depended on the size of the capital. But now it’s likely they’ll use Alpha scores to further compress the influence of large capital. That means ordinary small retail investors can also get a bite of the profit!

Why is Alpha so popular? Because regular users can actually make money. By using the Alpha score threshold to gate large investors, even if your money is huge, you can only invest up to that amount—and there are also score limits!

In the near term, an announcement for the first episode may be released. Be sure to participate. The first episode usually has pretty big gross numbers!

In short: where should the money be stored for the safest protection!

When iOS was breached, I initially thought it was fake!

Of course, using a hardware (cold) wallet is the safest—keep it offline. Another option is to use an iPhone as a cold wallet: don’t install any apps on that iPhone, and disconnect its data connection in everyday use!

One more thing I can say more bluntly: if your crypto assets aren’t more than 10 million RMB, then storing them on an exchange may actually be safer!

Actually, everyone can go check your Alpha account. Many of the coins that were listed on Alpha have already gone to zero and been taken down. The project team may feel there’s no liquidity, and they just run off overnight and go to zero!

I’ve always believed there will be a second wave of the Alpha campaign, because this campaign is just too explosive and beneficial to multiple parties. But it requires a good project to list coins and trigger a big upswing of about one or two hundred USDT (U), and then it instantly becomes popular!

But these past few months have been too hard to deal with. When will it be the turn of the esteemed Alpha users!

Alpha really can’t handle it recently. This afternoon, the CP score has dropped to 115 points, and they still won’t give everyone a few more coins, stubbornly locking it at 30U!

Maybe there really are no new projects lately. The Alpha staff probably have run out of ideas too, and the hype can’t attract project teams to list coins, so everyone just can’t get any meat to eat!

Binance now has an absolute lead with no real competitors!

Not long ago, BTC surged from around 56k to about 80k. Binance’s net inflow volume was $15.6 billion, while the second place was only $1.86 billion. Lao Xu’s exchange even slipped to third place!

So why doesn’t Lao Xu spend his days throwing shade at CZ? He must be annoyed!

Big Brother Sun is a big talent!

Big Brother Sun is a person who especially loves traffic. He'll even spend a fortune to get in on the trends—buying bananas 🍌, attending Buffett’s lunch. This time, many people are mocking Big Brother Sun because of the incident.

But Big Brother Sun’s whole route has always been that he never cares about his own face—he only cares whether it’s actually worth it. And this time he’s blown up again. Has everyone’s attention shifted to Big Brother Sun? Pay him personally and pay Tron for advertising fees, and then finally turn the hype into wealth!

But what really surprises me is that Big Brother Sun’s writing skills are genuinely good. I’ve never seen him take a long little essay so seriously. Haha, Big Brother Sun is a great poet!

One more thing: why does everyone keep asking Big Brother Sun to go to Beijing? Who exactly is even there?

After the surge, how will the market continue to move?

In my view, this round of spiral-style explosive rally is essentially:

The U.S. Treasury expands long-term Treasury bond repurchases—large inflows of funds into BTC ETFs—break through key price ranges—massive short positions get liquidated, leading to a sudden, sharp surge

So, what will happen afterward? In fact, it still largely depends on whether the BTC ETF can continue to see net inflows.

Actually, from my personal perspective, based on macro conditions and my own understanding, I believe we are still in a bear market. Of course, my current BTC cost basis is around 70,000. If a bull market comes directly, that would be even better!#BTC走势分析

Hehe, I’m not doing housework today!

Ushu Technology is absolutely on fire today!

At the open, it surged 629%. With one lot (500 shares), the paper gain was over 470,000 RMB+, then it later pulled back to around 900.

These days, once you catch the scent of “humanoid robots + AI,” the market goes crazy and rushes in—hot money always knows where to run.

Just how absurd is the winning-allocation rate?

For this round, Ushu’s number of winning allocations totaled 19,414. After the drawback (allocation) mechanism kicked in, the winning-allocation rate was compressed even further. This year’s STAR Market IPOs: the highest winning-allocation rate was 0.47% for Changxin Technology, while the lowest was just 0.020% for Changjin Photonics—meaning that if 10,000 people compete, you might only get 2 shares’ worth of luck.

Put simply, it’s a probability game. A winning-allocation rate of 0.02% sounds insane—but the odds/payoff are just as insane. People still camp out and apply for the new issues every day, and institutions are competing ruthlessly. For this issue alone, there are 95 public funds and 5,117 products participating in the subscription. Total subscriptions reached 36.1 billion shares, and the final amount of winning allocations was 1.82 billion.

The essence of the game is: ordinary people rely on luck to gamble for a flag worth hundreds of thousands; institutions, with their scale and capital advantage, just calmly take the profits.

And you also have to open a STAR Market account. With a requirement of two years of experience plus a minimum of 500,000 RMB—good stuff really doesn’t end up going to ordinary people!

The recent market is really bad—hot money has gone into the AI upstream and downstream sectors, and there’s almost no liquidity. I guess if market makers weren’t controlling the order book, trading volume would be awful too!

Also, a lot of friends have been DMing me: “Is the Alpha still being刷 (processed)?” I stopped it at the end of March. Remember what I said back then—the reason is simple. When the market is bad, where would project teams get money to keep sending out airdrops? They’re basically tightening their belts to get through the days. And when liquidity is poor, the coins being刷 are much more likely to run into problems, because there isn’t any “stablecoin” involved.

I’ve been in this space for 8 years. I hold a large position in spot Bitcoin. Occasionally I’ll do some small arbitrage, but I never do futures. I don’t trade contracts either—so when the market is bad, there isn’t much to talk about!

In a bear market, take care of your own little life. If Bitcoin’s price feels right, buy some—and wait for the bull market!

After the May Day holiday, the market is all green, bouncing around that 80k level. Ethereum is like it's dead, just going sideways.

Honestly, if Ethereum starts pumping, everything else will follow. In the crypto space, aside from the OGs who are just raking in profits from BTC, a lot of the real gains are coming from ETH, which has seen returns in the tens or even hundreds of times!

Last airdrop before the May Day, cutoff score at 240 points, it’s another lottery-style setup!

Hit me up with a hidden gem, I've been stuck with the basic stuff ever since these lame rules kicked in!

By the way, happy May Day, bros!

Fei Peng is bullish on the crypto scene, expecting a wave of traditional finance to flow into the market, which will attract a bunch of wealthy investors! #BTC

A small micro operation reflects something; a meal costing tens of thousands of dollars gave Binance a solid ad boost, elevating its image in the public eye!

Binance has emerged as the global leader since 2021, and there's definitely a story behind that!

Let's do some new investments, BNB is about to go bad.

Wow, this is getting better, can we break 80,000 for some fun?

Finally opened up, finally taking a break, the impact of this US-Iran war on the market is likely to diminish more and more in the future!

Come on, this is probably the last airdrop this week, with a score line of 242 points!

It's still a lottery mode; those who can get the hidden version can enjoy the rewards, expected to be in the range of dozens of U or even 100 U, while the ordinary ones are estimated to be below 30 U. Now, drawing blind boxes is completely a game of luck!

After the weekend, a special meal tonight! #ALPHA #空投大毛

The market has slightly improved, and casually, one can explode to 100 million US dollars. Is the leverage still this high in this market?

Alpha blind box has a new way to play, score line 240 points, receive airdrop today at 17:00, let's talk about my views!

The so-called new way to play, I think it's like a lottery system, where the value of the airdrop that everyone might receive will differ. Several users may spend the same points, your value is 20U, I receive 30U, he receives 40U!

In essence, the logic is still that the project party is issuing too few coins, the new rules don't have much impact, it's just a different way to make everyone feel a bit excited when receiving the airdrop, rather than a guaranteed 30U!

Binance still wants to continue with the Alpha airdrop project, because the conversion to trading for this project is too powerful, but there still isn't much profit! #ALPHA