PokerTim

太空狗
始終訴說着女孩對將來的期望
太空的好奇 未知的渴望

很少看到 同一個敘事 在不同的鏈上
也受到追捧
Meme 本來玩的就是傳播力

作為 SpaceX 正式的吉祥物
注意力會再次來臨
Position accordingly

ETH 的太空狗 $ASTEROID
1B market cap incoming.

太空狗的敘事 個人認為始終獨一無二
由ETH鏈 到bnb, sol 和robinhood 鏈
都看到這個敘事的存在
並且可以獲得熱度

我始終相信OG
ETH 的$asteroid

PVE finger cross

去買太空狗吧
$asteroid

為什麼每個人都從 $SKHYNIX $1400 開始喊抄底，現在$1100, 卻每個人都說自己在贏錢？？？
沒有實盤的 當笑話看看便算 別當真😂

BNB 我會堅定持有

幣安在上4個quarter

每個quarter 回購都大於1B美金

現時 ～693$
市值 ～ 94B

假設 幣安每年回購4B

4/94= 4.26%

以上未計 持有BNB可參與幣安launch pool airdrop ( 5~10% apr)
以及交易手續費減免

再重申一次 看sol 的open interest 再對比bnb 的 open interest, 你就明白多少人買的是現貨

再者用4B 回購對幣價影響絕對不至4.26% 的升幅

幣安的用戶資金量佔全部中心化交易所 ＞70%

其實大資金都會選擇幣安

主因流動性是network effect

Network effect 的意思是
每一個用戶的增加會為上一個用戶帶來更多價值

例子：一種語言越多人用越有價值

流動性一樣 每一個用戶會帶來更深的厚度 增加上一個用戶的價值
深度就是幣安最強的護城河

其次就是幣安的安全性
是大資金用戶的不二之選

Anyway let’s go bnb

人就是這樣
買前思前想後 權衡利弊
但買後就覺得一定是對的
因為利益改變了

心理學上
這個叫incentive caused bias
你的立場 取決於你的利益

Charlie munger 舉的例子：
顧問公司的所有報告到最後結論都是：你需要更加多顧問（consulting)

還有投資考的就是EQ
這關對多年德撲的我 沒有難度

市場上Memecoin 玩家平均的EQ 應該是負分

以下附上Charlie munger 另一金句
: 去魚多的地方釣魚

富途牛牛股票跌了四成😂 利好幣圈RWA?

這幾天的 $VVV 和 $LIT
讓我重新考慮是否要重視老外的市場
$ZEC 很明顯沒有太多東方市場的資金
VVV 和 LIT也是
這幾天也是拉起了
太過於看輕老外的資本也不是好事
原生crypto 就是老外的遊戲
好的 撇除偏見 繼續出發！

P.s.
老外留意的項目和東方留意的項目差距還是挺大的

The mascot of Space X is asteroid,
how about the mascot of Binance and maybe the whole bnb chain????

$PALU !!!!

什麼他媽來了，龍蝦和4 會比得起幣安吉祥物的IP?

$PALU 3M 不升的話 這就不是bnb season

$PALU

If palu doesn’t actually go up, i don’t think bnb season is here yet.

It has to pump.

$PALU

I usually hold spot because paying 10% in funding rate per year for longing an asset makes no sense to me, but for #zec, it’s actaully extra money, even during bear market.
$ZEC

the undeniable product market fit we can see now is tradfi perps, and the obvious beneficiaries are mainly perp dexes from @HyperliquidX to perhaps @Aster_DEX,

but the CEXes benfit hugely too imo, which already have huge user base.

thus the platform tokens should benefit, from mainly BNB, to perhaps MNT.

Slowly adding to BNB.

$BNB

The whole crypto is in bear market, and yet the shielded pool number has not decreased for Zcash, meaning Zcash has an insanely strong community. (which is absolutely fundamental in crypto)

The recent poll shows rejection of ZSAs, and the new update of Zashi wallet to Zodl requires no transfer of fund or typing in secret phrase (no friction for user), tachyon is also set to go live this year.

Both Naval and Balaji are pushing Zcash relentlessly.

This is a good spot to add.
#zec #ZECUSDT #zcash

You should buy in spot to speculate, instead of guessing which side the funding rate is going to tilt for these sudden open interest + volume rising coins. Been waiting for this for over a month.
#FHE

I was at @cz_binance Binance square AMA and I actually laughed hard.
(Buying a meme you genuinely find interesting can occasionally be very profitable)
#山野万里你是我藏在微风里的欢喜

With Xmr exploding to all time high, that can only mean a few things.

1. Zec is bound to catch up, and is lagging due to recent resignation news.
(since Zcash is a better tech than Xmr, for those of you who argue otherwise, you can check for yourself)

2. Xmr's price is falling back down, since it cannot sustain a higher valuation than a better protocol (Zec).

that leads to the analysis of how much higher of a valuation of Xmr is to Zec.

Currently, the market cap (not fdv) of Zec is 6.83B while xmr is at 12.85B.

i would argue this leaves a lot of room for margin of safety.

side note:
the fact that Xmr is exploding, it means potential narrative shift to privacy again. ( I think tailwind for privacy is here, not just short term but to stay)

in terms of interest of "privacy" in google search, developed countries are more prevalent. (more potential buying power)

#zec #zcash #privacy

伟大的思想家们在他们的思维方式上有很多的共同点

在查理·芒格的一个视频片段中，他谈到了人类心理误判，他提到了斯坦福的守卫和囚犯实验。

在那个例子中，他说原因不仅仅是互惠倾向和角色理论（你被期望扮演好你的角色），还有一致性和承诺倾向，你越是作出某种行为，你就越是在你的头脑中强化那个想法。

这与乔丹·彼得森 所说的话产生了共鸣

那就是：你就是你的行为

他说，没有人足够聪明到，行为是一套，脑中个人的身份认同却是另一套

例如：你不可能每天都起不了床，脑中还觉得自己是个意志力十分强大的人

The great people actually share a lot in common in their thinking.

In one of Charlie Munger's clips, he speaks about the human psychology of misjudgement, he mentions the Standford experiment of the guard and prisoner.

In that example, he says it's not just RECIPROCATION TENDENCY and ROLE THEORY (you are expected to act out your role) that caused it, but also CONSISTENCY and COMMITMENT TENDENCY, the more you act out certain behaviour, the more you are pounding that idea into your head.

This resonates with what Jordan Peterson has said, which is: you are what you act out.

he says nobody is sophisticated enough to act one way and be another in their own head.