一口三猪蹄

Starting today, this treasure blogger will officially begin updates! Let me introduce myself first, I'm a university student in the cryptocurrency field, a single coin A7 player, studying Financial Technology at a top 50 university, specializing in blockchain.
This account will mainly share research and analysis on cryptocurrency projects and trending topics. You can think of it as sharing good coins and important news; I'll send them to you guys! I will also share tutorials on useful tools. Additionally, considering that many brothers in the square may not have an in-depth understanding of blockchain knowledge, watching research analysis and introductions to certain coins can often be confusing, I will provide some basic knowledge popularization. If you have any questions, feel free to ask me in the comments or the fan group.
In the future, I will open a Discord community, mainly to facilitate everyone in accessing some of the knowledge popularization and tool tutorials I write, let’s encourage each other!
#新人必看 #爆仓了 #美国结束政府停摆
$ZEC $OMNI $BNB

Not shorting is the first step to getting rid of being a retail investor

This time, how many people have calculated these several coins like $PIPPIN $JELLYJELLY $BEAT that have increased by dozens of times? Is it possible for you to close your position when you're stuck, and by switching to a long position, not only can you break even but also make a profit?

Learning not to short is the most important step for you to get rid of daily liquidation and being cut by others. The following reasons are all straightforward explanations:
1. In terms of potential, going long has no upper limit, while shorting does. In terms of EV (expected return) calculations, it just doesn't make sense. When you short, you can only gain a maximum of 100%, but going long has no restrictions.
2. Logically, going long is essentially about discovering value and opportunities. If a certain coin has good fundamentals or news that improves market sentiment, it makes sense and is based on faith to go long. In contrast, shorting essentially denies the value of a coin, but as the saying goes, there are different strokes for different folks. A thousand people have a thousand Hamlets in their hearts. You may think this coin is bad, but what if it has other value?
From a human nature perspective, it is easier for people to deny something than to affirm it, which stems from a survival instinct and a risk-averse mentality. Moreover, those who go long have their own beliefs and are less easily swayed by other interfering factors. They can hold onto their positions, while short sellers panic when other news or unexpected situations arise, making them hesitant to short when they see someone analyzing that a coin has value.
3. In terms of long-term effects, long-term investors need to continuously discover the value of new projects, making it easier for them to learn compared to short sellers, who accumulate less knowledge.
4. Emotionally, those who go long tend to affirm things, leading to a more positive emotional state, while short sellers tend to negate things, resulting in more volatile emotions.

The above characteristics and viewpoints refer to the majority of people. I do not deny that some short sellers are very skilled, but as a retail investor, whether the long side has a greater winning edge or the short side does, I think you need to be clear about that in your mind.
#美国非农数据超预期 #Pippin #beat #JELLYJELLY🔥🔥

The garbage coin $PIPPIN has finally arrived!

Many brothers who have shorted pp until now can finally breathe a sigh of relief. In the past few days, high fees, sharp spikes, and V-shaped trends have made quite a few people feel exhausted.

Originally, pig's trotters were not involved in meme coins, but the day before yesterday I saw this news about p1 and tracked it for two days, making some profits. Logically, institutions have started to enter and increase their holdings, prices have to come down first, and at the same time, the old stocks can't control the market as casually as before; the overall trend is bearish. There are still some on-chain data analysis things in the short term, which can be considered valuable information; we will discuss them separately in a few episodes later, which is quite useful for trading altcoin contracts.

Here I want to talk about indicators because many people say that indicators are useless every day. In fact, how do those who shout this use indicators? When a certain indicator shows that one can short or go long, they dive right in; occasionally getting it right a few times, they become particularly superstitious about it. Then, after misjudging once, they hold on until liquidation, telling themselves that the indicators are useless.

But indicators, after all, are used to reflect the underlying buying and selling forces in the market, the relationship between volume and price, fundamentals, chip structure, and other elements that truly reflect market trends. Moreover, different cryptocurrencies have different chip structures, premiums, and sentiments; the same indicator signals reflect different things. The most important thing is how to interpret the signals given by the indicators in combination with the specific situation and characteristics of the coins you are trading.

For instance, this time $PIPPIN , the oi indicator and funding rate are very good judgment bases. Many times, a certain market might only need a few indicators, but if you are not willing to deeply study, and only learn on the fly when encountering situations or see nothing at all, getting stuck or liquidated, then who can you blame?

But the market is always full of uncertainties; an indicator signal that is useful now may not be useful later. Therefore, you cannot expect to rely on one indicator forever. Many top traders who focus on indicators have trading systems that are constantly updating. Continuous learning is necessary to discover opportunities when they arise, rather than missing out unnecessarily.

The content of the next few episodes will start to cover valuable information, mainly including market analysis, on-chain data analysis, etc. Those interested can follow along and take a look #Pippin #美国非农数据超预期

The dog trader of $PIPPIN has finally started selling, you must have heard about it by now?

Today, $pippin has fallen all day, and someone privately messaged me asking, weren't we supposed to break new highs? Why does it seem like it's about to end? I analyzed the data, and unless something unexpected happens, the dog trader has indeed started selling.

p1 shows the long-short ratio across major exchanges. It looks like everyone is shouting to short, but in reality, many are quietly going long, haha. But why is the rate negative? Smart people have thought of this; the trader themselves should have opened short contracts across exchanges, pushing down while eating contracts.
Another possibility is that the proportion of whales opening short positions has increased, so there is an abnormal difference in long-short positions and ratios.

p2 and p3 show the current holdings of the dog trader address I previously shared. You can compare how much has decreased from my post the day before yesterday. 😁

p4 is the heaviest weight, the address with the largest on-chain holdings, which has quietly started transferring its holdings to other addresses since yesterday, selling off in small amounts to avoid detection by bots, rather than making large sell-offs directly from their own address.

In summary, the trader is indeed no longer as stable as before, and there are signs of selling, but whether it will come back to harvest is still uncertain. The above content is just to explain why there has been a continuous decline today. If you have questions, feel free to ask in the comments.
$JELLYJELLY #Pippin #JELLYJEELY

$PIPPIN $JELLYJELLY
Do you want to blow up your position while still listening to the market analysis in the square?

Right now, there are all sorts of opinions in the square about $PIPPIN , so let's simply summarize and categorize the logic of both sides.

Bullish people believe that there are still big players like the mysterious little K line opening large short positions in the market, and the dealer will definitely want to take them out; or, there are currently no buy orders in the market, and the dealer needs to keep pushing new highs to blow up the shorts and profit from the fees.

The bearish logic is simply that it has risen too high and must drop a bit. Some also believe that the following orders are too large, and the dealer will wash away a wave of long positions. There are also some fervent believers who see the big players opening short positions and follow suit.

Regarding the above two viewpoints, let me clarify something for everyone. The trend of this coin, even those who do not look at on-chain data can see that it is strongly controlled, and the strong control completely depends on the dealer's decision, with no logic involved. So, if you look at the analyses in the square that seem to make perfect sense, most of them are essentially still betting on the direction. Of course, some big players have their own unique experiences in their analyses, but just because you see their analyses can you follow them to make trades? Are your operations on the same level as theirs? Is your capital on the same scale as theirs?

A simple example is the mysterious little K line with large short positions, but they can hold on; can you hold on? Besides that, for such small caps, big players with large capital may also go on-chain to grab shares or open long positions to hedge, or there may be other possibilities.

The advantage of technical indicators is not that they show bullish or bearish, but that you can see the underlying buyer-seller game situation based on these indicators. For situations where these technical indicators fail and relying solely on experience makes it difficult to capture the dealer's intentions, you might as well treat it as entertainment. Doing fewer illogical trades can reduce your chances of blowing up your position. #pippin #JELLYJEELY

Is the old mode of brushing alpha on Binance outdated?

The day before yesterday, I wrote an analysis on the future trend of alpha, and a bunch of people were criticizing me for calling alpha. When I opened my homepage, it was full of people shouting 'bull market' when it goes up and 'bear market' when it goes down. I'm pretty sure this group of people didn't fully read my article.

My main point in that article was that Binance would replace some low-quality brushing airdrop projects with more interactive booster activities or Binance Square tasks. Didn't it just come true in the past two days?
#币安广场征文活动 #alpha

The most disgusting operator in the world

I just searched the holding addresses of the two coins and unexpectedly found that they are the same operator. I looked at the K-line trend of $JELLYJELLY from some time ago, and it is highly similar to the trading methods of $PIPPIN now.

Classic left hand to right hand, you don’t believe I can pump it, right? I’ll pump it until you enter, then I’ll dump it.
#PIPPINShort #JELLYJLLY #爆仓了

20x Yao Coin $PIPPIN short selling opportunity has arrived!

In the two articles I posted earlier about the logic analysis of the surge of $PIPPIN , I mentioned that this coin is primarily due to strong institutional control and the capital rotation in the AI concept sector.

For such coins, many technical indicators are ineffective, but some things remain valid, such as trading volume and address holdings, which can all be checked. When the market shows signs of capital fatigue and institutional sell-off, it’s basically our opportunity to enter!

After today's upward spike, the market has been showing a reduction in volume, and despite a few small spikes in volume, it has not broken through the previous high. This indicates weak demand. And on the liquidation map, all shorts that can be cleared have been cleared, so pulling up further has little significance, and even if it goes up, it becomes a bit difficult for institutions to find someone to take over at such high levels.

Moreover, since there are still some large short positions established by big players like the mysterious small K-line in the market, their liquidation prices are generally quite high, or they have sufficient margin backup. It can be anticipated that the market will continue to experience frequent fluctuations and spikes until the institution's addresses are mostly cleared, and it is likely to resemble the trend of $MYX and coai.
#Pippin #加密市场反弹 #妖币

Seventeen times demon coin PIPPIN
The second phase of the explosive logic dissection that even beginners can understand

The core logic of the entire wave market speculation is betting that $PIPPIN can evolve from a purely emotional and hype-driven meme coin into a platform coin with income and technical foundation called Yohei, named after its founder Yohei Nakajima. Yohei will deeply integrate PIPPIN into his AI agent framework, becoming a true platform or governance token.

Yohei is a big name in the AI circle, the creator of BabyAGI (open-sourced in 2023, with over 20,000 stars on GitHub, attracting the attention of Jeff Bezos and Marc Andreessen). Those involved in AI development should be quite familiar with him; his technology and background are very solid. The origin of PIPPIN is that he generated a cute unicorn SVG using ChatGPT 4o, and the community spontaneously launched the coin.

Initially, PIPPIN is just an ordinary meme coin, but Yohei directly bought 0.3% of the supply in the market, while also conveying that it may be used as the governance token for his AI agent open-source community in the future. Additionally, Yohei launched the open-source AI agent framework named Pippin AI Framework.

I won't elaborate on how widely the application of AI agents is and how much hype it currently has. If PUPPIN can become the AI agent community governance token of a capable developer like Yohei, its valuation will be deeply tied to Yohei's technical skills and the future of the community. As a governance token, it is mainly used for the following aspects:

① Fuel token: to pay agent creation fees, unlock advanced skills, and run tasks.
② Governance token: holders vote on the framework direction and bounty tasks, similar to the Gitcoin model.
③ Quest platform: Yohei mentioned earlier to initiate open-source challenges using $PIPPIN pooling and hire developers.

If Yohei's AI agent framework becomes popular (GitHub activity has already surpassed that of BabyAGI in its early days), and PIPPIN successfully transforms from a meme to an AI ecosystem token, the increase in agent fees and demand for hiring developers can continuously raise its valuation. But please note, this is not a sure thing, so don't rush to chase high prices. Personally, I do not recommend getting involved at this stage; if PIPPIN really confirms its transformation, it will not be too late to follow up later.
#PIPPIN #ai16z #涨幅榜 $PIPPIN
#爆仓了

17x Demon Coin $PIPPIN
A Layman's Analysis of the Surge Logic

For those who don’t want to read a long article: there is hope that it will become a governance token for the AI agent open-source community, transitioning from a meme coin to a governance coin, but it is not guaranteed. In terms of operational advice, large holders have significant control, and volatility is high, making it unsuitable for high-leverage participation, with a considerable risk of liquidation and being stuck in positions in the short term.

In this issue, let’s talk about the 17x surge over the past month of $PIPPIN . Many brothers who shorted this probably got liquidated. From the low point at the end of November, this currency has surged more than seventeen times in a month, with the funding rate being -1% for a long period, which means those who shorted either had to bear the funding costs during consolidation or faced liquidation as the price surged.

Just past 4 AM, it broke through again to a new high, surging 80% within 24 hours, with the price shooting up to around $0.34, directly pushing the market cap over $300 million, ranking within the top 200, and daily trading volume exceeding $100 million, with calls for trades all over X, and whales are buying like crazy. Many people ask: why did this suddenly take off? Isn’t it just an AI-generated unicorn meme?

I initially thought the same, but after getting liquidated for several tens of thousands of U, I had to admit defeat and study this demon coin carefully. We’ll discuss it from three aspects: on-chain data, speculation logic, and future expectations, each in a separate issue.

First, let’s talk about the data: how fierce is this surge?
1. Price Performance: At the beginning of November, it hovered around $0.019, and after a little more than a month, it skyrocketed directly, with an ATH touching around $0.35, now stabilizing at around $0.30. 24h increase of 60%+, weekly increase of 168%, monthly increase of 740%+ (data from CoinMarketCap and CoinGecko).
2. Market Cap and Trading Volume: Market cap of $326 million, 24h trading volume of $119 million. Liquidity mainly on Raydium and several CEXs like Gate.io and Bitget.
3. On-Chain Activity: Whales are super active, with 50 associated wallets buying goods worth $19 million from exchanges, and 26 wallets withdrawing 44% of the circulating supply (approximately $96 million). This is not retail investors playing; it’s large holders controlling the market.
In short, the speculation community has a relatively consistent expectation, but large holders have significant control, with high volatility, and short squeezes are happening frequently, with shorts being almost entirely cleared out.
#PIPPPIN #妖币 #涨幅榜 $PIPPIN

Has the next round of alpha arrived? Has alpha finally made it?

$STABLE and $NIGHT , these two airdrops have made many departing retail investors frustrated, but they have at least given a bit of relief to those still struggling. The pig's trotter was also about to leave, but didn't expect to get a taste. Thinking carefully, the next alpha cycle is also coming soon, but there may be certain changes and innovations.

For centralized exchanges (cex) like bn, the biggest advantage is actually liquidity. Retail investors generate trading volume to receive airdrops and profits, while also providing liquidity to the exchange. Project teams see good liquidity and rush to issue tokens here, which in itself creates a positive cycle that promotes the financing efficiency and popularity of web3.

However, as many have observed, many people actually don’t understand what the projects launched in alpha are about; they only care about how to reduce costs and which projects have larger margins. In such an atmosphere, projects lack effective participation, merely have popularity, and project teams also lack feedback from users regarding their products, resulting in a lack of motivation and targets for optimization, leading to poor project profitability. Gradually, good projects are becoming fewer, investors are unwilling to invest money, and projects that can go on alpha are increasingly short of funds. Don’t even think about buybacks or cancellations; you expect retail investors to hold on? What are you thinking? Once airdrops are issued, I will just dump them.

This issue essentially reflects the inherent flaws in alpha projects’ models. On the contrary, many dex projects like grvt and lighter are currently doing some tge projects that have much better interaction effects and have many bright innovations. Therefore, bn's alpha projects will definitely undergo changes, but my guess about what they will change into is:

1. Projects that issue tokens directly through i-point thresholds will decrease, shifting towards more investment in boosters and tge. The point thresholds will be lowered, margins will be slightly larger, and there will be fewer but higher-quality projects.

2. Posting in the bn square may be included in booster tasks,
Investing more to build the bn square ecosystem, with more weight given to in-depth and valuable articles. It is hard to say whether the points from the creative platform will be counted together with alpha points.
These are the two points that I think will have a significant impact on retail investors.
#alpha #反撸 #night

📖Life Tips
I have always believed that coffee and alcohol are the greatest inventions in human history.

Not all market trends require participation; when the market is not good, it’s better to go out for a drink, find a book to read, and learn something.
First, cultivate your mind, so you can participate in the market with a calm mindset.
#爆仓了 #美国非农数据超预期 #冷静投资

This kind of drop is really despairing; those who want to buy the dip are all halfway up the mountain. To use a popular phrase recently, wanting to buy the dip instead gets you liquidated.

When we broke new highs this year, I drew the structure in Figure 1. At that time, I told a few friends not to fall below the upper boundary of the flag or fake breakouts; the bull market is still on.

(Figure 1 was drawn using ok at the time, but now I’m using binance, so I redrew it with a drawing tool. Peng Ge, don't limit my flow 🙏)

As a result, in a community group I'm in, a few people really used my chart as a reference; they shorted all the way down to the price touching the lower boundary before closing, and the one who made the least heard they made over 20,000 USDT. I'm so envious, but unfortunately, I don’t trade contracts.

Everyone shouldn’t be discouraged.
Keep your curiosity, improve your understanding.
Believe in the power of cycles; every round of bull and bear transitions has someone shouting that the market is over, but with blockchain technology in place, I believe there will still be a bull market in the crypto space! But before that, the most important thing is to survive first.
#美国非农数据超预期 #熊市预警 #爆仓了
$BTC $ZEC $ETH

Who the hell still dares to say ETH is a risky asset?

July 10, 2025
eth: 2788
btc: 112000
sol: 159

What to do when the market drops? Buy ETH
What to do about AI bubble panic? Buy ETH
What to do about geopolitical conflicts? Buy ETH
Safe-haven asset ETH!
#加密市场回调 #非农就业数据 #避险资产
$ETH $BTC $SOL

In the past few days, I participated in a stock investment competition organized by the school. There were several freshmen who achieved a 40% return in three to four days, which made me anxious and I forgot to update the plaza. NVIDIA's earnings report is also about to be released, so I want to share some advice with everyone.

To make a long story short,
The market is not good, and it's difficult for those who are going long.
There might still be some stubbornness in the air,
But it's best to set aside the mentality of a retail investor.
Don't think that just because it has dropped significantly, it will definitely rise.
Today's small rebound during Asian hours has already been quite generous.
So my advice for everyone today is:
Avoid participating in the fluctuations before and after the earnings report.
For those trading spot, you can consider small positions.
As for those trading contracts, I won't advise you.
In this kind of market, to dare to use high leverage for contracts,
Isn't that just giving away liquidity?
There's already a lack of liquidity,
And you still want to play the good guy.
The performance assessment for US stock funds traditionally happens at the end of the year,
But now, to avoid the volatility in December,
Many funds have moved their assessment deadlines to November.
So this timing is quite awkward.
Fund managers all want to submit a beautiful paper.
Apart from profit liquidation,
Risk appetite will also be very low.
I won't say much about AI bubble concerns.
Many big players feel that US stocks are at a high level now.
Those who still dare to stand up and say it can rise,
Express themselves very cautiously.
Another reason is geopolitical risks.
The situation between China and Japan continues to escalate.
One wants to take the opportunity to recover Taiwan,
While the other wants to break free from post-war treaty restrictions and expand military capabilities.
Russia is taking advantage of the situation.
Last night, they bombed Kyiv.
Gaza and Israel have resumed fighting.
South Korea wants to have pandas as hosts
For the inter-Korean talks.
In a word,
It's all set.
Global liquidity is terrifyingly scarce now.
If NVIDIA's earnings exceed expectations,
It will raise concerns about over-investment in AI,
If it falls short of expectations,
It will be called an AI bubble.
Everyone rushes to bottom fish in US stocks.
The crypto market has no liquidity,
People are scrambling to supplement their margins.
The crypto market has no liquidity,
So it's better to wait a bit,
And see how the market interprets it.
Don't look at this today and say it's bearish, then short,
And tomorrow look at that and say it's bullish, then increase your long position.
Investing is not gambling.
Your money is not play money.
There must be logic,
Watch the trend,
Respect the market,
Only then can you survive in this kind of market.
#英伟达财报 #中日开战 #爆仓了
$ETH $ZEC $BTC

Thought the government shutdown ending was a good thing? It won't save you from falling!

Many of my brothers nearby are losing money tonight, but still don’t understand why the market is crashing tonight. Anyway, watching the market now is pointless; it’s just anxiety. It's better to listen to what I have to say.

What is the fundamental good news behind this round of rising trends in the cryptocurrency market? It's the Federal Reserve lowering interest rates to release liquidity. A few days ago, people could still rely on the expectation of the government shutdown ending to support prices.

Now it's real, and institutions suddenly realize, wait a minute! The unemployment rate and inflation data haven't come out yet. That old guy Powell is so risk-averse; he wouldn't decide not to lower interest rates, would he?

Let's not even talk about whether the October data will come out before the December interest rate meeting. Even if those officials who have been unemployed for over a month and are worried about not having food to eat manage to produce data, it’s all based on retrospective statistics and may not reflect the true situation of the job market and prices. So now everyone is starting to worry whether the Federal Reserve will stop lowering interest rates in December due to uncertainty. Currently, the probability websites show that the chance of the Federal Reserve lowering interest rates is already around 50%.

Still, the same saying: At this point, the ones who suffer the most are our families. Brothers, be cautious when buying the dip.

Current operation: Bitcoin 10% position 20x cost price 98591 stop loss 91500

By the way, I want to ask, I plan to write some solid content recently and want to know if everyone is interested in tutorials on ARBITRAGE or daily cryptocurrency hot news on Twitter.
#美国结束政府停摆 #爆仓了 #btc $BTC $ETH