PokerTim
X: PokerTim_ @最強交易員
Притежател на BNB
Чест трейдър
5.6 години
7 Следвани
137 Последователи
60 Харесано
7 Споделено
Публикации
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
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
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?
$hype 現在已高於 $50
$Lit 拉了30%
我不相信$aster 會毫無作為
P.s.
Hype 和 aster 和 lit 同屬於 perp dex
Aster 是幣安的太子項目
Hype 和 lit 是西方的
$Lit 拉了30%
我不相信$aster 會毫無作為
P.s.
Hype 和 aster 和 lit 同屬於 perp dex
Aster 是幣安的太子項目
Hype 和 lit 是西方的
Моето фючърсно портфолио
301 / 500
№ 4 по PNL за 90 дни
Копи трейдърът е спечелил през последните 7 дни
-51017.88
USDT
7 Д ROI
-5.69%
AUM
$772587.05
Процент на победи
0.00%
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
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
$DOGS 会去100M 了
Моето фючърсно портфолио
301 / 500
№ 4 по PNL за 90 дни
Копи трейдърът е спечелил през последните 7 дни
-51017.88
USDT
7 Д ROI
-5.69%
AUM
$772587.05
Процент на победи
0.00%
上一个帖又没见到吗？还没赚？
下一次再来一次 可能是最后一次了
$DOGS $NOT
下一次再来一次 可能是最后一次了
$DOGS $NOT
Моето фючърсно портфолио
301 / 500
№ 4 по PNL за 90 дни
Копи трейдърът е спечелил през последните 7 дни
-51017.88
USDT
7 Д ROI
-5.69%
AUM
$772587.05
Процент на победи
0.00%
來了
$DOGS $NOT
$DOGS $NOT
Моето фючърсно портфолио
301 / 500
№ 4 по PNL за 90 дни
Копи трейдърът е спечелил през последните 7 дни
-51017.88
USDT
7 Д ROI
-5.69%
AUM
$772587.05
Процент на победи
0.00%
点击追踪 我会在这里发一次独家 限时限额
$ZEC
7天 和 30天 榜一都是我了 真有点不好意思
$ZEC
7天 和 30天 榜一都是我了 真有点不好意思
Моето фючърсно портфолио
301 / 500
№ 4 по PNL за 90 дни
Копи трейдърът е спечелил през последните 7 дни
-51017.88
USDT
7 Д ROI
-5.69%
AUM
$772587.05
Процент на победи
0.00%
好几个文章已经提及了 这样你都没赢钱帮不了你😂
$ZEC
$ZEC
Моето фючърсно портфолио
301 / 500
№ 4 по PNL за 90 дни
Копи трейдърът е спечелил през последните 7 дни
-51017.88
USDT
7 Д ROI
-5.69%
AUM
$772587.05
Процент на победи
0.00%
這個級別的未平倉合約, 必有大事發生
$ZEC 準備新高了
$ZEC 準備新高了
Моето фючърсно портфолио
301 / 500
№ 4 по PNL за 90 дни
Копи трейдърът е спечелил през последните 7 дни
-51017.88
USDT
7 Д ROI
-5.69%
AUM
$772587.05
Процент на победи
0.00%
And we are back, the huge sudden increase in open interest, let us see where the price takes us this time, most likely blowing off the last all time high.
$ZEC
$ZEC
Моето фючърсно портфолио
301 / 500
№ 4 по PNL за 90 дни
Копи трейдърът е спечелил през последните 7 дни
-51017.88
USDT
7 Д ROI
-5.69%
AUM
$772587.05
Процент на победи
0.00%
The mascot of Space X is asteroid,
how about the mascot of Binance and maybe the whole bnb chain????
$PALU !!!!
how about the mascot of Binance and maybe the whole bnb chain????
$PALU !!!!
If palu doesn’t actually go up, i don’t think bnb season is here yet.
It has to pump.
$PALU
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
$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
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
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
#FHE
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