老白加密笔记
八年不死老韭菜
与区块链同行，每天发现新机会
独立思考社区主理人
所有内容均不构成投资建议
推特：@bclaobai
油管：https://www.youtube.com/@bclaobai
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There's an interesting take on the AI bubble:
The bull market won't end until the "shorts get squeezed." 👏
The bull market won't end until the "shorts get squeezed." 👏
I think we shouldn't stress too much about the US-Iran situation 🇺🇸🇮🇷. The crypto market has been on a serious bull run for a month now. Especially the last couple of days, the AI sector has been going absolutely crazy. My wife has been trading like a boss! So whether there's a correction or not, pullbacks are totally normal.
Finally, here's to my wife continuing to rake in profits; that definitely helps keep the home front peaceful 🕊️😂.
Finally, here's to my wife continuing to rake in profits; that definitely helps keep the home front peaceful 🕊️😂.
Saw the news today, SpaceX's IPO target valuation is skyrocketing to 2 trillion.
Last year, I picked it up on Jarsy when it was valued at 500 billion, and I sold at 800 billion.
Now the secondary market is sitting at 1.5 trillion, and a lot of platforms are allowing purchases; I'm debating whether to grab some more. If the hype around the listing is strong, it could push to 2 trillion.
The risk factor is: a reasonable valuation is about 1.2 trillion (safety margin), so from 1.5 trillion, it’s a 33% gain vs a 20% loss, which gives a bit of a low risk/reward ratio 🤔. But I also want that interstellar ticket, so I'm mulling over whether to jump in.
This is purely my personal record and not investment advice.
Last year, I picked it up on Jarsy when it was valued at 500 billion, and I sold at 800 billion.
Now the secondary market is sitting at 1.5 trillion, and a lot of platforms are allowing purchases; I'm debating whether to grab some more. If the hype around the listing is strong, it could push to 2 trillion.
The risk factor is: a reasonable valuation is about 1.2 trillion (safety margin), so from 1.5 trillion, it’s a 33% gain vs a 20% loss, which gives a bit of a low risk/reward ratio 🤔. But I also want that interstellar ticket, so I'm mulling over whether to jump in.
This is purely my personal record and not investment advice.
Is anyone diving into the MegaETH @megaeth Odyssey?
Duration: April 28, 2026 → June 23, 2026, 8 weeks;
Distribution: 2.5% of total supply, currently valued at $30 million (based on FDV: $1.26 billion);
Participants: Less than 30,000;
Participation Difficulty: Not a free grab, requires bridging funds to participate;
Participation Steps: Register on Terminal → Bridge ETH → Set up Booster → Join Clan → Play App to earn points.
Website: https://terminal.megaeth.com
Summary: Not many participants, could be a bit of meat. Risk factors include whether the price holds up during the final KYC and witch hunts, and at the end of the Odyssey, as well as the unverified new chain—don't park too much cash on-chain. If you're really bored, you can keep an eye on it, but there's not much to get excited about.
Another risk factor:
2.5% of total supply, currently valued at $30 million, with tokens released over multiple seasons, which also poses a risk of diminishing returns.
MegaETH casual play series.
Duration: April 28, 2026 → June 23, 2026, 8 weeks;
Distribution: 2.5% of total supply, currently valued at $30 million (based on FDV: $1.26 billion);
Participants: Less than 30,000;
Participation Difficulty: Not a free grab, requires bridging funds to participate;
Participation Steps: Register on Terminal → Bridge ETH → Set up Booster → Join Clan → Play App to earn points.
Website: https://terminal.megaeth.com
Summary: Not many participants, could be a bit of meat. Risk factors include whether the price holds up during the final KYC and witch hunts, and at the end of the Odyssey, as well as the unverified new chain—don't park too much cash on-chain. If you're really bored, you can keep an eye on it, but there's not much to get excited about.
Another risk factor:
2.5% of total supply, currently valued at $30 million, with tokens released over multiple seasons, which also poses a risk of diminishing returns.
MegaETH casual play series.
My wife is crushing it in the A-shares and US stocks
Meanwhile, I'm just stuck in the B-circle, living off interest 😭
Meanwhile, I'm just stuck in the B-circle, living off interest 😭
Saylor's hint at selling Bitcoin to pay dividends has left us wondering about the impact on Bitcoin—still hard to gauge if it's bullish or bearish right now...
However, for the $MSTR shareholders, this directly boosts the 'true Bitcoin equity per share', which is definitely a long-term positive.
Transitioning from pure faith in holding coins to a professional Bitcoin financial platform has broadened the horizons. As long as they nail the selling strategy and narrative timing, the $MSTR stock price is set for long-term gains.
Just waiting for that real Bitcoin reversal signal to show up 👀
However, for the $MSTR shareholders, this directly boosts the 'true Bitcoin equity per share', which is definitely a long-term positive.
Transitioning from pure faith in holding coins to a professional Bitcoin financial platform has broadened the horizons. As long as they nail the selling strategy and narrative timing, the $MSTR stock price is set for long-term gains.
Just waiting for that real Bitcoin reversal signal to show up 👀
The prediction market is betting on whether Trump will step down by the end of the year.
Invest 100 to profit 117, with an annualized return of about 30%.
If you can't hit the target, stack up points; if you catch it, set a high price to grab points and wait for the profits.
Hope the old guy doesn't run into any issues 😂
Note: This is personal trading, not investment advice.
Invest 100 to profit 117, with an annualized return of about 30%.
If you can't hit the target, stack up points; if you catch it, set a high price to grab points and wait for the profits.
Hope the old guy doesn't run into any issues 😂
Note: This is personal trading, not investment advice.
Regarding the AAVE donation, I'm thinking of getting involved since there are over 30,000 addresses contributing, with many donating just a few bucks, like 0.0something. If this keeps up, we might hit over 100,000 addresses easily.
If there's an airdrop and the donation accounts are super numerous, those tiny contributions of 0.0something might get filtered out. I feel like donations from 'long-standing accounts + 1u, 10u, 100u' could carry more weight.
Of course, with meme airdrops, it doesn't really matter how much you donate; you might as well throw in a little. Who knows, maybe some shady groups are doing small donations now just to target the list later for meme manipulation, all under the guise of 'fairness' 😂
This is just my personal speculation, for reference only; it's all a game of human nature and calculations.
But if you approach it with a pure mindset of contributing to crypto, that's definitely the best state to be in 👍
Website: https://defiunited.world
If there's an airdrop and the donation accounts are super numerous, those tiny contributions of 0.0something might get filtered out. I feel like donations from 'long-standing accounts + 1u, 10u, 100u' could carry more weight.
Of course, with meme airdrops, it doesn't really matter how much you donate; you might as well throw in a little. Who knows, maybe some shady groups are doing small donations now just to target the list later for meme manipulation, all under the guise of 'fairness' 😂
This is just my personal speculation, for reference only; it's all a game of human nature and calculations.
But if you approach it with a pure mindset of contributing to crypto, that's definitely the best state to be in 👍
Website: https://defiunited.world
The rise of HUMA @Huma Finance 🟣 isn't surprising.
Recently, a series of moves like "disabling Maxi mode", "cancelling staking bonuses", "delaying unlock times", and "badge merging" are all increasing the mining difficulty for $HUMA tokens.
The next crucial time frame should be before "November 26, 2026" (launch of the on-chain governance tools).
Disclosures: token holders, personal insights, not investment advice, DYOR.
Recently, a series of moves like "disabling Maxi mode", "cancelling staking bonuses", "delaying unlock times", and "badge merging" are all increasing the mining difficulty for $HUMA tokens.
The next crucial time frame should be before "November 26, 2026" (launch of the on-chain governance tools).
Disclosures: token holders, personal insights, not investment advice, DYOR.
Recently, hundreds of millions were stolen on-chain, and trust in crypto infrastructure has hit rock bottom. But when the bull market comes, the surviving projects are sure to explode. It's time to start a watchlist 👀
Solana on-chain project list: @solana @Solana_zh
1⃣ DEX
@JupiterExchange $JUP
@Raydium $RAY
@orca_so $ORCA
@humidifi $WET
@Titan_Exchange (token not launched)
2⃣ Lending
@kamino $KMNO
@save_finance $SAVE
@Loopscale (token not launched)
@project0 (token not launched)
3⃣ Staking
@jito_sol $JTO
@solayer_labs $LAYER
@fragmetric $FRAG
@MarinadeFinance $MNDE
4⃣ Bridges
@wormhole $W
@debridge $DBR
5⃣ Perpetuals
@bulktrade (token not launched)
@pacifica_fi (token not launched)
@PhoenixTrade (token not launched)
6⃣ Launchpads
@Pumpfun $PUMP
@bonkfun $BONK
7⃣ Wallets
@phantom (token not launched)
@solflare (token not launched)
8⃣ NFTs
@MagicEden $ME
@tensor_hq $TNSR
9⃣ ICO Platforms
@MetaDAOProject $META
10 Depin
@doublezero $2Z
@ionet $IO
@solanamobile $SKR
The first phase of foundational projects is complete; more segments will be released soon.
Solana on-chain project list: @solana @Solana_zh
1⃣ DEX
@JupiterExchange $JUP
@Raydium $RAY
@orca_so $ORCA
@humidifi $WET
@Titan_Exchange (token not launched)
2⃣ Lending
@kamino $KMNO
@save_finance $SAVE
@Loopscale (token not launched)
@project0 (token not launched)
3⃣ Staking
@jito_sol $JTO
@solayer_labs $LAYER
@fragmetric $FRAG
@MarinadeFinance $MNDE
4⃣ Bridges
@wormhole $W
@debridge $DBR
5⃣ Perpetuals
@bulktrade (token not launched)
@pacifica_fi (token not launched)
@PhoenixTrade (token not launched)
6⃣ Launchpads
@Pumpfun $PUMP
@bonkfun $BONK
7⃣ Wallets
@phantom (token not launched)
@solflare (token not launched)
8⃣ NFTs
@MagicEden $ME
@tensor_hq $TNSR
9⃣ ICO Platforms
@MetaDAOProject $META
10 Depin
@doublezero $2Z
@ionet $IO
@solanamobile $SKR
The first phase of foundational projects is complete; more segments will be released soon.
Hey, Billions @billions_ntwk almost slipped my mind to register.
Only two days left, folks with points don't forget to sign up.
https://community.billions.network
Only two days left, folks with points don't forget to sign up.
https://community.billions.network
After a two-day weekend break, the market experienced issues with AAVE, $ASTEROID surged, and the Strait of Hormuz opened and closed again, while the Hong Kong conference was very lively.
However, the AAVE incident really brought DeFi to a freezing point, and new on-chain opportunities are expected to appear in 3-6 months.
Monday starts work, kicking off a day full of energy☀️
However, the AAVE incident really brought DeFi to a freezing point, and new on-chain opportunities are expected to appear in 3-6 months.
Monday starts work, kicking off a day full of energy☀️
Recently, the stablecoin project based on STRC issued by Microstrategy @Strategy has gained some traction, with several people mentioning it, generally offering an annualized return of 13%+, but no tokens have been issued.
The main projects are these three:
First, Apyx @apyx_fi holds nearly 2% of the fully circulating STRC, the largest in scale.
Second, Saturn @saturn_credit, which has received investment from YZi Labs and has already been positioned by Binance.
Third, Buck @BuckToken, which seems to be the earliest in this business, closely collaborating with Curve and Merkl, and offering high incentives.
There aren't many other notable features; currently, they are using Pendle to increase yields and point multipliers, optimistic about the track to burn YT for airdrops (with caution).
Right now, the biggest concern on-chain is still security issues; everyone can check the security audit status of these three projects 👀. I won't elaborate further.
For this aspect, the most professional source on the internet can be followed: Uncle 🫱@joejoedefi.
The main projects are these three:
First, Apyx @apyx_fi holds nearly 2% of the fully circulating STRC, the largest in scale.
Second, Saturn @saturn_credit, which has received investment from YZi Labs and has already been positioned by Binance.
Third, Buck @BuckToken, which seems to be the earliest in this business, closely collaborating with Curve and Merkl, and offering high incentives.
There aren't many other notable features; currently, they are using Pendle to increase yields and point multipliers, optimistic about the track to burn YT for airdrops (with caution).
Right now, the biggest concern on-chain is still security issues; everyone can check the security audit status of these three projects 👀. I won't elaborate further.
For this aspect, the most professional source on the internet can be followed: Uncle 🫱@joejoedefi.
Drift @DriftProtocol Restart is Promising
If any friends have suffered asset losses, please pay attention to the follow-up specific plans.
Tether is leading the support of $150 million to assist in the Drift recovery plan. In return, Drift will exchange the underlying assets from USDC to USDT.
Circle did not help freeze when issues arose, and their response to the announcement lacked emotional intelligence. Tether directly stepped in to seize the market share.
In the area of stablecoins, Solana is a battleground that must be contended for; when issues arise, a big brother will come to the rescue @solana @Solana_zh
If any friends have suffered asset losses, please pay attention to the follow-up specific plans.
Tether is leading the support of $150 million to assist in the Drift recovery plan. In return, Drift will exchange the underlying assets from USDC to USDT.
Circle did not help freeze when issues arose, and their response to the announcement lacked emotional intelligence. Tether directly stepped in to seize the market share.
In the area of stablecoins, Solana is a battleground that must be contended for; when issues arise, a big brother will come to the rescue @solana @Solana_zh
Big Genius @GeniusTerminal pulled the market today, but unfortunately, I sold at 0.65.
CZ @cz_binance As an advisor, the project hasn't failed yet. Are there any other projects besides Genius, Aster, and Vana?
CZ @cz_binance As an advisor, the project hasn't failed yet. Are there any other projects besides Genius, Aster, and Vana?
Arc @arc airdrop, it seems to be related to the community system, with a high possibility👀
(0撸)
Community system link: https://community.arc.network
Currently, it seems to involve completing tasks, upgrading Tier, unlocking characters, etc.
Points are mainly divided into three sections:
One-time introductory registration tasks, daily tasks, and high-score contribution tasks, all of which everyone can study further.
(0撸)
Community system link: https://community.arc.network
Currently, it seems to involve completing tasks, upgrading Tier, unlocking characters, etc.
Points are mainly divided into three sections:
One-time introductory registration tasks, daily tasks, and high-score contribution tasks, all of which everyone can study further.
老白加密笔记
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Arc @arc has also confirmed the issuance of the native $ARC token, which includes:
network governance
incentivizing participants and contributors
aligning the economic interests of all parties
gradually transitioning the network to a PoS mechanism
Also, Tempo @tempo, these two major payment blockchains, are expected to attract a lot of people.
network governance
incentivizing participants and contributors
aligning the economic interests of all parties
gradually transitioning the network to a PoS mechanism
Also, Tempo @tempo, these two major payment blockchains, are expected to attract a lot of people.
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