愉悦Yuyue

Let's take a brief review of the recent situation in the altcoin games.

First, let's talk about the small market cap coins that are still in a simple mode.

- $SAPIEN 0.13 -> 0.11 -> 0.2 can be considered a roller coaster; the core logic lies in "the only robotics track coin on Binance." When its highlights are very prominent, the meme characteristics become very strong. That day, a single comment from Trump was enough for it to take off, then it went on Bithumb, sold off but still made a profit.
- $WET The core is that there is a lot of FUD, but with a low market cap, I personally judge the project's strength to be quite strong. Plus, it is the first to launch on Jup DTF, so the buffs are stacked. The recent projects on the Coinbase roadmap have been quite impressive.
- $RAVE Bought too little and sold off too much; under this effect, the upcoming alpha new coins may become a bit crowded, and I will be cautious.

Now let's talk about the news trading of large market cap altcoins in difficult mode.

The most uncomfortable one is actually $SEI. I jumped in based on the spirit of initially believing in what was good. To be honest, the first time I saw this good news, I thought it was pretty impressive. Regardless, Xiaomi is quite reputable in China, so my first reaction upon seeing that SEI could actually work with Xiaomi felt really impressive.

I didn't expect that later @Sea_Bitcoin said it was fake news. After discussing with Brother Lion, it seems SEI might have been deceived... SEI has always been a compliant project in the U.S., and previously @0xYond also worked there, understanding their internal situation. Theoretically, rumors and price manipulation shouldn't occur, but this time they lacked web2 experience...

The words of the market leader @thecryptoskanda inspired me: young people won’t buy SEI; they are more likely to buy Xiaomi and the small market cap meme PVP.

Currently, the altcoin market is just 1,000 disbelieving old investors in PVP, and the cost-effectiveness of participating in large market cap altcoins is very low. It's better to be honest. 🙏

Overall, the strategy remains to risk small for big gains, and I haven't touched BTC/ETH much in the past two days; less action during garbage time is still a profit.

A simplified review of the experiences of #BinanceBlockchainWeek and #币安区块链周 during the event, which may provide strategies for those preparing to participate next year.

Important information related to BBW:
- Sister @Yi He upgraded to Co-CEO, Big Brother @CZ continues his charity and education work.
- Binance has established a presence in Abu Dhabi, becoming the first cryptocurrency exchange to receive full support from a sovereign nation (the financial hot money effect in Abu Dhabi is quite impressive).
- Binance users have officially surpassed 300 million.

Main activities participated in:
- Main venue, where various interactive activities can be participated in + booth to receive merchandise. There were many opportunities to take photos and talk face-to-face with the founders, although I didn’t take photos due to social anxiety - @YZi Labs 's demo day presented some alpha opportunities for small and medium-sized projects, and this time there were many non-crypto projects being invested in.
- Dinner at the Dubai royal palace, having a great time with a group of friends.

Projects worth noting:
- First of all, it should actually be @Binance Wallet . To be honest, during this BBW visit, I made some money using Binance's web3 wallet to recharge $1 and DOYR, earning a bit of travel funds. The professional mode experience has really improved a lot compared to before.
- @opinionlabsxyz, reportedly secured a new round of financing in the tens of millions, and the data has reached a new milestone.
- @JoinFightID, the UFC Strike Gifts auction in the last few days received support from TG founder Durov.
- @megaeth, they organized a dinner together with ENA, but I couldn’t find the time to attend. Looking forward to the mainnet.

On the last day, I visited the gold market. Local merchants spoke the most fluent Chinese with “Are you Chinese?” pronounced clearly, and many people knew about Binance, indicating the extent of its 300 million users. Thanks again to @pearbinance for the invitation and to @sisibinance, @yayabinance, and @yingbinance for the hospitality, along with a picture of the C Ronaldo x Binance large screen advertisement seen in the car with pears. I hope the crypto market can also recover, allowing the holders to reap rewards!

$SAPIEN

Those who understand, understand

Friends who held onto Sapien before are lucky 😂

This market really makes it hard to have a big picture, because even though after Thanksgiving the number $SAPIEN followed Bitcoin down to a new low that I held onto, when it rose to 15-17 with a small profit, I thought that being able to take ten or twenty points was already good enough. At that time, I sold off more than half, and reaching 19 was a bit beyond my expectations.

This kind of wash is the easiest to make people get washed out; now it has actually broken through the previous few trial runs. If it can hold at this position, I would be optimistic about it continuing to rise.

When I saw this message, my first reaction was Sapien. I happened to be chatting with friends at the Binance Blockchain Week offline venue and directly told them in person, "Buy some Sapien." I don't know if they bought it or not.

I hope that in the next few days, good friends can drop me a bit of alpha when chatting offline randomly #币安区块链周 .

Friends holding onto Sapien are in luck 😂

This market really makes it hard to have a big picture view, because even though after Thanksgiving $SAPIEN followed the big drop and hit a new low, I held on, but when it rose to a small profit of 15-17 points, I thought being able to catch ten or twenty points was already good enough, so I sold off a large portion. It was a bit beyond my expectations to see it rise to 19.

This kind of washing method easily washes people out. Now it has actually broken through the previous few attempts at testing. If it can hold at this position, I will be optimistic about its continued upward movement.

When I saw this message, my first reaction was Sapien. I happened to be chatting with friends at the offline event during Binance Blockchain Week and directly told them in-person to "buy some Sapien." I wonder if they bought any.

I hope in the next couple of days, when good friends are chatting offline, someone randomly drops me a bit of alpha #币安区块链周 .

Is it to welcome the opening conference in Dubai, $BTC is stressed

BTC: Meow

$TURBO Bring up a wave of small market cap meme rally

$MOODENG Short it a bit to see if it can rise

I haven't updated in the square these days, and I've been lazy. The core logic of Mon has been mentioned on X, and there will also be opportunities on the Monad chain to pay attention to.

Just wait half a day and the Americans will have a holiday, entering the Thanksgiving holiday. It was observed that the ETF with $BTC started to turn positive yesterday. Here, I expect the Thanksgiving holiday to push it up to around 93. The overall fact we need to face is that the bear market has arrived.

In the next couple of days of the Thanksgiving holiday, I hope for a small scam pump, like $SAPIEN and $MON .

Sapien mainly has themes that can be speculated on. Monad is the core narrative of the sol community + ecologically, today a golden dog was released, and the operational space for the standalone chain is relatively large.

Too late to mourn for the previous large investor who bottomed out at 88 and has the number $BTC , the next one to arrive on the battlefield is the large investor who bottomed out at 85.

The Calabash Brothers saved Grandpa.

😅

Recently, $PUFFER broke my primary investment valuation, prompting me to think about the Perpdex track. Let's compare it to Binance and other market shares like OK and By.

Next, let's take a look at the main theme of the Ethereum ecosystem from back in the day regarding the staking track, particularly the market caps of several mid-sized projects: ETHFI, RENZO, and PUFFER.

Closer to home, flip through BSC MEME $币安人生 , $GIGGLE , and 4, and the peak market cap of Hakimi.

History continues to repeat itself; this time is no different.

I didn't have time to mourn for the previous big player who bought the dip at 90; the next one to enter the battlefield is the big player who bought the dip at 88.

The only reason I only took some spot with dual currencies is that losing this way is much slower. I can really understand the psychological anchoring effect because when I emotionally see $BTC 90k, I really want to leverage and buy the dip, but rationally it tells me that since I expect a bear market, I shouldn't be doing pull-ups in the elevator just for a rebound. The core is to control my hands.

For many people, not acting and being in cash is a kind of torment; I am also the type who feels uncomfortable if I don't make money in a day 😂. The only way to reduce trading frequency is to rely on passive locking.

The benefits of position management and spot trading are that after reducing the position size, one can hold on to it. If the money made from altcoins and memes is leveraged to buy the dip and it leads to trouble, then there's really no place to reason it out. Especially with BTC, I always feel that BTC will go back, but the only thing that can withstand the volatility is position management.

Recently, in my free time, I played Endless Winter, a mini-program game with a huge flow and overwhelming advertising. There are only about 500 active players in the cooler servers (I basically feel that the number of players in the currency circle and his server is about the same)\n\nHowever, among these few hundred people, the competition among several alliances around resources and key strategic positions is quite intense, and there can even be some heated arguments during battles, with the presence of some studios and game boosters mixed in.\n\nIn these struggles and games, since resources are limited, players often engage in zero-sum games, so to win PK, one must spend money. This situation is somewhat similar to the current competitive state of the existing market in the currency circle.

Yesterday: Yao coin couldn't be played anymore, the blockchain has completely ended
Today: Hehe.. Yao coin is really fun... it smells good

$SOON this 2u stablecoin has finally gained traction, it has doubled

The patient hunter

To be honest, today the net collection at $HIPPO almost scared me away. Mainly, I was startled because little x told me that it felt like HIPPO had $SOON . After a while, I saw HIPPO had netted, and after thinking about it, I still didn’t immediately take profit, setting a stop loss at 1.8 just in case I get caught by the guillotine.

Unfortunately, even if 2u sideways is considered relatively high, I didn't dare to take on too large a position, only about 200,000u. The fee is quite comfortable, but I don’t know how far this wave can go; if there's a reversal trend, I'll be ready to exit.

Holding this thing is like licking blood off a knife's edge... but it does feel good when it rises.

$SOON Starting, 2 -> 2.5

Basically still a lot of empty orders, remember to take a bite of what was bought before and leave, this market is not something to continue gambling on. Unlock 11/23, it's a bit close now.

$SOON is 2U stablecoin?

Saving money is more important than making money. Let's talk about today's trading of BANK and MET on Binance, both of which I am relatively familiar with.

First, regarding $MET , I noticed a clear strength yesterday, with a trend independent of $UNI , combined with the buyback expectations brought by high income, there is a good opportunity for speculation. Making 10 points was not bad. However, today's trading raised questions about who the buyers are, as I haven't seen any solid evidence of advertising. The performance after trading being able to drop so little is already quite good, my first reaction is that it has a large market cap, as it had a pre-pump a couple of days ago, 🈳. Overall direction was not wrong, it’s okay.

$BANK is also a project I've been following for a while, relatively small market cap, when the market is good, $DOLO had a significant increase. Considering the market rebounded in the afternoon, I bought more. I didn’t expect that the current liquidity has dropped to below the position before the announcement after trading, which is somewhat humorous.

To be honest, mainstream coins feel like a waste of time, so I haven’t paid much attention to B/E, focusing instead on small coins/new coins/hot coins. However, now the hot coins change from gainers to losers every other day, it really is a situation where a group of lucky fish are gathering together.

Recently, going long feels like being a dog, going short... One careless move and I might lose my home. Only $SOON makes me feel relatively at ease; just in the past week, the short positions have cost me nearly 50,000 dollars in protection fees.

Other projects unlock and pump without any performance, but Soon @soonsvm_cn at least is willing to do something to explain where the pump comes from 😂

It's still in the 1-hour settlement fee rate state. However, recently, both going long and short feel like licking blood from a blade... In this market where everyone is picking each other's pockets, let's earn and cherish what we have.

Kaito has been the ancestor of InfoFi for a year now. Although there hasn't been a deliberate effort to engage in 'mouth-sucking' projects, it has still reached over ten thousand yaps after a glance. Currently ranked 75th in the entire server and 2nd in the national server, smart money interest has increased from 468 to 929 over the year.

Speaking of which, I haven't put in enough effort in content output 😂

Many of the teachers on the list are actually much more diligent than I am, and Brother Lion is even more so. Recently, I've seen many new friends who just started using Twitter and newcomers who just broke 100 starting to publish. In the future, I need to output high-quality content more diligently.

Additionally, I have staked over 20,000 of $KAITO , and the current price seems quite attractive, although there is a lot of competition in its launchpad business. However, there are still several confirmed projects in collaboration with Kaito that have not been released yet. A similar logic applies to $HOLO , which also previously engaged in launchpad business.