Hey Leverage
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Hey Leverage
Hardcore Degen Trader: All-In or Nothing.
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有人问我关于 $PONS 的事，还把一张图表发给了我。是的，CT 确实喜欢把营收预测得太远，我们都知道。但我其实觉得这次可能还能撑一阵子。
大多数觉得它被高估的人，根本没看懂任何上行空间 🤷♂️
至少这个代币有一些真实的底层价值。营收会永远保持这个节奏吗？大概不会。它能比人们想的跑得更久吗？当然有可能。会不会有新竞争者之类的风险？当然，风险多得很。
但看看——很多东西的交易价格高得离谱，背后却字面意义上完全没有价值。
市场就像一支巨大的钟摆，在极端之间来回摆动。老实说，我就是喜欢这种波动性，这才是重点。$PONS 被高估了吗？没人真的知道。它们现在做得好吗？是的。它们会一直这样吗？也许不会。
图表展示的是过去的表现，但样本量其实很小。我觉得我们会看到这东西在两边都大幅摆动——先被高估，再被低估，然后又回到原点。
就顺着波动走，尽量把它用好 🎢
大多数觉得它被高估的人，根本没看懂任何上行空间 🤷♂️
至少这个代币有一些真实的底层价值。营收会永远保持这个节奏吗？大概不会。它能比人们想的跑得更久吗？当然有可能。会不会有新竞争者之类的风险？当然，风险多得很。
但看看——很多东西的交易价格高得离谱，背后却字面意义上完全没有价值。
市场就像一支巨大的钟摆，在极端之间来回摆动。老实说，我就是喜欢这种波动性，这才是重点。$PONS 被高估了吗？没人真的知道。它们现在做得好吗？是的。它们会一直这样吗？也许不会。
图表展示的是过去的表现，但样本量其实很小。我觉得我们会看到这东西在两边都大幅摆动——先被高估，再被低估，然后又回到原点。
就顺着波动走，尽量把它用好 🎢
ເບິ່ງການແປ
Crypto feels different this cycle — in a good way. Less VC theater, more actual alignment between teams and communities. People are finally asking "what do I actually get for holding this?" and that's healthy.
Last cycle was all about who raised the biggest round and which fund was backing what. This time around there's more focus on real utility and giving holders something tangible. Not just promises and roadmaps.
If this trend holds — less extraction, more value creation — we might actually build something that lasts beyond the next hype wave. The shift from "trust me bro" tokenomics to actual product-market fit is long overdue.
Still early to call it a trend, but the vibe is better. Teams that treat their communities like partners instead of exit liquidity tend to stick around. And that's the kind of foundation you want when building for the long run.
Last cycle was all about who raised the biggest round and which fund was backing what. This time around there's more focus on real utility and giving holders something tangible. Not just promises and roadmaps.
If this trend holds — less extraction, more value creation — we might actually build something that lasts beyond the next hype wave. The shift from "trust me bro" tokenomics to actual product-market fit is long overdue.
Still early to call it a trend, but the vibe is better. Teams that treat their communities like partners instead of exit liquidity tend to stick around. And that's the kind of foundation you want when building for the long run.
ເບິ່ງການແປ
This year I've only been sharing revenue-generating projects I actually believe in. Pretty boring approach, I know — but it's intentional. Quality over quantity, always.
$HYPE at $28
$PONS at 9 cents
$PUMP at 0.0017
These are the ones I'm holding and trading. They've got solid liquidity, strong narratives, and good structures to work with — easy to trade around a core position.
If the market keeps heating up and liquidity stays strong, I might share some non-revenue plays I trade privately. That's actually my favorite stuff to play with, just haven't been posting it publicly.
Honestly think there are quite a few decent teams building right now. Hoping we see more of this kind of alignment and execution going forward.
$HYPE at $28
$PONS at 9 cents
$PUMP at 0.0017
These are the ones I'm holding and trading. They've got solid liquidity, strong narratives, and good structures to work with — easy to trade around a core position.
If the market keeps heating up and liquidity stays strong, I might share some non-revenue plays I trade privately. That's actually my favorite stuff to play with, just haven't been posting it publicly.
Honestly think there are quite a few decent teams building right now. Hoping we see more of this kind of alignment and execution going forward.
ເບິ່ງການແປ
Hyperliquid will probably always trade at a premium compared to other projects — and honestly, that makes sense.
The trust factor is real. The team has built multiple revenue streams, and some of them aren't even tied to market cycles. Stablecoin yield, for example. That's diversification done right.
The product is sticky. People don't just try it and leave — they stay. That's rare.
And alignment? This team might be the most aligned with their project's success in all of crypto history. That's not hype, that's just what you see when you look at how they operate.
We've also seen how they performed during the bear market. Revenue didn't collapse. That tells you something about the model.
So when you compare $HYPE to other successful projects and wonder why the valuation is higher — this is what you're paying for. Trust, diversification, stickiness, and a team that actually cares about long-term success.
The trust factor is real. The team has built multiple revenue streams, and some of them aren't even tied to market cycles. Stablecoin yield, for example. That's diversification done right.
The product is sticky. People don't just try it and leave — they stay. That's rare.
And alignment? This team might be the most aligned with their project's success in all of crypto history. That's not hype, that's just what you see when you look at how they operate.
We've also seen how they performed during the bear market. Revenue didn't collapse. That tells you something about the model.
So when you compare $HYPE to other successful projects and wonder why the valuation is higher — this is what you're paying for. Trust, diversification, stickiness, and a team that actually cares about long-term success.
ເບິ່ງການແປ
Getting some fills on $PUMP around current levels. Starting to layer back in for round 2.
Ideally looking for entries down in the .0036xx range if we get that dip. But this zone is already decent to start building a position.
Not going all in yet — just beginning the accumulation.
Ideally looking for entries down in the .0036xx range if we get that dip. But this zone is already decent to start building a position.
Not going all in yet — just beginning the accumulation.
ເບິ່ງການແປ
Wild stat: Uniswap is about 10% away from beating Tether in total fees generated. Just needs people to swap a bit more and it'll be #1 across all crypto platforms.
Think about that — a decentralized exchange protocol potentially outearning the biggest stablecoin issuer. That's basically saying the infrastructure for moving money around is becoming more valuable than the money itself.
Kind of like how Visa makes more money than most banks. Except here it's all on-chain, no middleman taking a cut. The protocol just collects fees from every swap.
Pretty good signal for where value actually lives in crypto. Not in holding tokens, but in facilitating the movement of them.
Think about that — a decentralized exchange protocol potentially outearning the biggest stablecoin issuer. That's basically saying the infrastructure for moving money around is becoming more valuable than the money itself.
Kind of like how Visa makes more money than most banks. Except here it's all on-chain, no middleman taking a cut. The protocol just collects fees from every swap.
Pretty good signal for where value actually lives in crypto. Not in holding tokens, but in facilitating the movement of them.
ເປັນຄວາມຈິງບາງສ່ວນ
ເບິ່ງການແປ
The 7-day $UNI burn rate is approaching $200M annually.
And this isn't even the bull market yet.
Pretty wild when you think about it — this is just the warm-up phase. Once things really heat up and volume explodes, those numbers are going to look completely different. Token burns at this scale basically mean the protocol is generating serious value and eating its own supply. Classic supply-demand setup.
If you're watching tokenomics, this is one of those quiet signals that speaks louder than most headlines.
And this isn't even the bull market yet.
Pretty wild when you think about it — this is just the warm-up phase. Once things really heat up and volume explodes, those numbers are going to look completely different. Token burns at this scale basically mean the protocol is generating serious value and eating its own supply. Classic supply-demand setup.
If you're watching tokenomics, this is one of those quiet signals that speaks louder than most headlines.
ເບິ່ງການແປ
The beautiful thing about $BTC — they literally can't just decide to print more. 21 million cap, hard-coded. No emergency meetings, no "quantitative easing," no "we need more liquidity" excuses. It's fixed supply economics playing out in real time. That scarcity isn't a bug, it's the whole point. 🧡
ເບິ່ງການແປ
Honestly? $BTC might just be the hardest money we've ever seen.
Think about it — fixed supply, no central bank printing more whenever they feel like it, no government deciding your savings are worth less tomorrow. That's what sound money actually means.
Gold was pretty good for thousands of years. But you can't really verify it easily, can't move it fast, and yeah, we keep finding more of it.
Bitcoin? 21 million. That's it. Forever. You can verify every single coin yourself. Send it across the world in minutes. Nobody can dilute it.
Not saying it's perfect or that everyone should go all-in. But from a pure monetary properties standpoint? Scarcity, divisibility, portability, verifiability — it checks every box better than anything before it.
That's not hype. That's just how the tech works.
Think about it — fixed supply, no central bank printing more whenever they feel like it, no government deciding your savings are worth less tomorrow. That's what sound money actually means.
Gold was pretty good for thousands of years. But you can't really verify it easily, can't move it fast, and yeah, we keep finding more of it.
Bitcoin? 21 million. That's it. Forever. You can verify every single coin yourself. Send it across the world in minutes. Nobody can dilute it.
Not saying it's perfect or that everyone should go all-in. But from a pure monetary properties standpoint? Scarcity, divisibility, portability, verifiability — it checks every box better than anything before it.
That's not hype. That's just how the tech works.
ເບິ່ງການແປ
USDJPY hitting 160 again, trying to push back above its moving averages. Meanwhile US 10-year yields just made new yearly highs today.
Market's basically testing Bessent right now. See if he blinks.
Gonna be an interesting few weeks.
Market's basically testing Bessent right now. See if he blinks.
Gonna be an interesting few weeks.
ເບິ່ງການແປ
lol not a fan of all this Saylor top calling going around
people love to pick a narrative and run with it but the timing game is tough
he's been stacking for years through every cycle — suddenly everyone's an expert on when he's peaked
just feels like noise tbh
people love to pick a narrative and run with it but the timing game is tough
he's been stacking for years through every cycle — suddenly everyone's an expert on when he's peaked
just feels like noise tbh
ເບິ່ງການແປ
Earlier this year vs now — same person, completely different shape.
Here's what I realized: you can stack all the $BTC you want, wear the nicest watch, fly private — none of it matters if your health is trash.
You can look incredible in cheap clothes if you're fit. Or you can be rich and still look like crap if you're out of shape. Money can't buy health. You have to earn it.
I spent my whole life chasing wealth until this year. Now my promise to myself and my family is simple: take care of health first 🙏
Still early in this journey, but the shift is real.
Here's what I realized: you can stack all the $BTC you want, wear the nicest watch, fly private — none of it matters if your health is trash.
You can look incredible in cheap clothes if you're fit. Or you can be rich and still look like crap if you're out of shape. Money can't buy health. You have to earn it.
I spent my whole life chasing wealth until this year. Now my promise to myself and my family is simple: take care of health first 🙏
Still early in this journey, but the shift is real.
ເບິ່ງການແປ
Bitcoin's on a tear right now. Every pullback since we touched the 200-week moving average has been a buy opportunity — that's just how bull markets work. Bears got wrecked.
Scott Bessent's dropping a trillion into bond markets, which is huge for macro liquidity. When that much capital moves, risk assets pump.
$SOL to $1000, $ETH to $10000 — yeah, ambitious targets, but not impossible if this cycle plays out like 2017 or 2021. Altcoins always run hardest at the end. Even the junk coins will probably rip before this is over.
This is the time to be aggressive. Bull markets reward conviction. If you've been sitting on the sidelines waiting for "the right moment," you're already late. Stack now, manage risk, but don't be timid.
Scott Bessent's dropping a trillion into bond markets, which is huge for macro liquidity. When that much capital moves, risk assets pump.
$SOL to $1000, $ETH to $10000 — yeah, ambitious targets, but not impossible if this cycle plays out like 2017 or 2021. Altcoins always run hardest at the end. Even the junk coins will probably rip before this is over.
This is the time to be aggressive. Bull markets reward conviction. If you've been sitting on the sidelines waiting for "the right moment," you're already late. Stack now, manage risk, but don't be timid.
ເບິ່ງການແປ
Been laser-focused on $BTC and the majors lately, but damn — on-chain trading is absolutely exploding right now.
Robinhood Chain hit almost $500M in average weekly bridge deposits. That's in like 2 months. Insane velocity.
FOMO (the social trading app) is now pulling in close to $1M in fees per day. Daily.
This isn't some slow build anymore. People are rotating into on-chain fast, and the money's following. If you're still sitting on the sidelines waiting for "the right time," you might already be late.
Robinhood Chain hit almost $500M in average weekly bridge deposits. That's in like 2 months. Insane velocity.
FOMO (the social trading app) is now pulling in close to $1M in fees per day. Daily.
This isn't some slow build anymore. People are rotating into on-chain fast, and the money's following. If you're still sitting on the sidelines waiting for "the right time," you might already be late.
ເບິ່ງການແປ
Long-term bear case for $BTC? Government actually cuts spending.
But look at what happens when you try — we put a modern-day Edison in charge and immediately people are firebombing his businesses and accusing him of killing people.
Yeah, good luck with fiscal discipline. Not happening.
But look at what happens when you try — we put a modern-day Edison in charge and immediately people are firebombing his businesses and accusing him of killing people.
Yeah, good luck with fiscal discipline. Not happening.
ເບິ່ງການແປ
Quick reality check: That 2% inflation target everyone treats like gospel? Totally made up.
No research backing it. No scientific method. No economic proof that 2% is the magic number.
The Fed literally picked it because it sounded reasonable. That's it.
Kinda wild when you think about how much policy gets built around a number someone just... chose. Like deciding the speed limit based on vibes.
This is the kind of stuff that makes people question traditional finance and look at alternatives. When the rules of the game are this arbitrary, you start wondering who's really playing.
No research backing it. No scientific method. No economic proof that 2% is the magic number.
The Fed literally picked it because it sounded reasonable. That's it.
Kinda wild when you think about how much policy gets built around a number someone just... chose. Like deciding the speed limit based on vibes.
This is the kind of stuff that makes people question traditional finance and look at alternatives. When the rules of the game are this arbitrary, you start wondering who's really playing.
ເບິ່ງການແປ
Glassnode has this cool metric that's basically an on-chain volume profile — shows you a heatmap of where $BTC supply last moved.
The low 60k range? Absolutely massive. You're looking at an enormous cluster of fresh spot buying that happened right there. Can't overstate how significant that zone is.
When you see clusters like this, it tells you where the real conviction was. People weren't just trading — they were accumulating hard at those levels.
The low 60k range? Absolutely massive. You're looking at an enormous cluster of fresh spot buying that happened right there. Can't overstate how significant that zone is.
When you see clusters like this, it tells you where the real conviction was. People weren't just trading — they were accumulating hard at those levels.
ເບິ່ງການແປ
Small holders (under 1 $BTC) have been stacking like crazy lately. What's interesting is they actually nailed the bottom pretty well last cycle.
Watching to see if they can pull it off again this time. The little guys sometimes have better timing than people give them credit for.
Watching to see if they can pull it off again this time. The little guys sometimes have better timing than people give them credit for.
ເບິ່ງການແປ
Retail holders (wallets with less than 1 $BTC) have been stacking hard. They bought aggressively at the bottom last cycle — let's see if they can pull it off again this time.
Small holders often have the strongest conviction when prices drop. They're not trading in and out, they're just accumulating. That behavior at cycle lows has historically been a good contrarian signal.
If you're thinking about dollar-cost averaging or converting small amounts regularly, this is the kind of pattern that shows up in on-chain data. Retail accumulation phases don't last forever, but when they happen, they're usually meaningful.
Small holders often have the strongest conviction when prices drop. They're not trading in and out, they're just accumulating. That behavior at cycle lows has historically been a good contrarian signal.
If you're thinking about dollar-cost averaging or converting small amounts regularly, this is the kind of pattern that shows up in on-chain data. Retail accumulation phases don't last forever, but when they happen, they're usually meaningful.
ເບິ່ງການແປ
Been watching $BTC priced in gold for a while. We've basically been stuck in the same range for 5+ years.
The interesting part? After months of bouncing around the bottom, we just saw a deviation below and then reclaimed it. That's exactly the kind of structure long-term holders want to see.
Think of it like this: imagine you're buying a house in a neighborhood where prices have been flat forever. Then one day prices dip below the usual floor, shake out the weak hands, and immediately bounce back above. That fake-out move often sets up the next leg higher.
Same thing happening here with $BTC/gold. The deviation cleared out leverage, tested support, and the reclaim shows strength. Not saying we moon tomorrow, but the setup is cleaner than it's been in months.
The interesting part? After months of bouncing around the bottom, we just saw a deviation below and then reclaimed it. That's exactly the kind of structure long-term holders want to see.
Think of it like this: imagine you're buying a house in a neighborhood where prices have been flat forever. Then one day prices dip below the usual floor, shake out the weak hands, and immediately bounce back above. That fake-out move often sets up the next leg higher.
Same thing happening here with $BTC/gold. The deviation cleared out leverage, tested support, and the reclaim shows strength. Not saying we moon tomorrow, but the setup is cleaner than it's been in months.
ເຂົ້າສູ່ລະບົບເພື່ອສຳຫຼວດເນື້ອຫາເພີ່ມເຕີມ