EricHSU_eth

GM☕️ StandX_Official Announcement of SIP #3 is coming soon.

SIP #1 addressed the issue of large transaction matching on-chain, while SIP #2 turned the positions themselves into sources of profit. The ideas behind the two proposals are quite consistent—modifying the trading mechanism itself.

Will SIP #3 allow for multi-asset collateral? Currently, only DUSD is used as margin; if ETH and BTC could be directly supported for margin, it would greatly improve flexibility for traders. Or perhaps be a bit bolder and guess—will the token economic model be announced directly? After all, the KOL round refunds have all been arranged.

That said, the market has been good recently; should the project side take advantage of this momentum and directly proceed with the TGE?🤣

GM☕️ PTCG MEGA Pre-constructed 100 Battle Collection will be re-released at Japanese convenience stores.

Last December, the first edition sold out instantly and has since been at a premium, with unopened packs selling for ¥3,000 (the original price was ¥891). The re-release schedule is as follows: 4/21-22 7-11, 4/28-29 Family Mart. Rakuten is also running a lottery reservation, and Amazon has resumed selling at the original price.

100 different numbered constructed decks will be randomly included, with the main value looking at these few numbers:

No.001 (Gold): Super Charizard Y ex MUR Gold Card
No.025: Pikachu ex SAR (Pre-constructed Skin)
No.032: Lilia's Clefairy ex SAR

Among the 100 numbers, only these few are grand prizes, and the probability of pulling them is very low (you need to first pull a shiny card deck 🤣. Especially the pre-constructed skin I want the most (No.025), which has skyrocketed, with the price at shoe stores reaching around $4,400.

I've heard that the card opening experience is very poor because the current trend is to weigh packs, so most of the 100 pre-constructed decks you can buy at secondary markets have already been filtered out 😮‍💨. I urge the card pool @Renaiss Protocol to add a few more pre-constructed skins so I can buy one!

#PTCG #TCG

GM☕️ ETH mainnet $ASTEROID has reached a new high again this morning... I probably sold at an average price of 13.5M, making 800U, too much of a clown 🤡

To briefly explain this coin: a 15-year-old cancer-fighting girl named Liv Perrotto drew a Shiba Inu for the SpaceX Polaris Dawn mission, and in 2024, this Shiba Inu plush toy will really go to space. Liv later passed away, but the Asteroid she drew was confirmed by Elon as the SpaceX mascot, and the coin took off from there. Now the market cap is $113M, up 338% in 24h.

What year is it today, and how long has it been since I last saw ETH mainnet moving coins? The meme on the mainnet is still that slow rise, giving enough opportunities to get in, unlike the PVP on the SOL chain that determines life and death in a few minutes.

Unfortunately, I couldn't hold on, and I developed a paper hands habit 😭

GM☕️ ₿ Back to $78,000, the Strait of Hormuz has reopened, 24h total liquidations $799 million, with short positions accounting for $636 million.

Currently leaning more towards a rebound rather than a reversal. @TingHu888's analysis makes a lot of sense to me: the market is currently trading on expectations of peace between the US and Iran, and once the agreement is actually in place, it might actually be a "sell the news" situation.

PS: I recommend checking out @TingHu888's tweets more often. I ran his recent 200 tweets through Claude Code and summarized the judgments about the current market situation from the last three days (see the chart). Learning from the big shots is not about copying their homework, but about understanding their entire framework for thinking about problems and applying it to your own trading system.

Big shot, please don't mind my deep dive 🙏🙇

GM☕️ Last night I followed and minted on the BSC blockchain——Binance Life @binancelife_ai, minted 90 pieces, with a cost of about 0.24 BNB.

The positioning is "the first Chinese inscription", and after halfway through the progress, it suddenly speeded up, finishing everything in just a few minutes. The website initially was http://binancelife.ai, but because the domain had "binance" it was blocked by Cloudflare's anti-phishing system, later moved to http://bnblife.io.

Last night the dev truly held on for the whole night: the database exploded, maliciously attacked with 300,000 function calls, the domain was blocked, someone mistakenly used ETH for payment and even proactively refunded——but the entire process was synchronized on Twitter, solving one problem after another. The market section, one-click purchase, charts, and bilingual English-Chinese features were all launched in one night. The fan count increased from 62 when the market opened to over 1200 now, showing clear interest.

The floor price opened around 0.02 BNB, fomo'd to 0.08 BNB during the night, and currently back to 0.04 BNB. The total amount is 21,000 pieces, each with 1,000 units, calculating the market value at about 535K at 0.04 BNB each.

It gives me the feeling that this project has simultaneously tapped into the "Binance Life" meme sparked by CZ's new book and the revival of inscriptions driven by ORDI, with two narratives overlapping, short-term attention will likely be good. The market value is only 535K, and the cost performance is decent.

PS: I have holdings, everyone do your own research 😜

GM☕️ Second Gear, Third Gear, Fourth Gear, Fifth Gear (Nika), so refreshing 🤤!

Luffy's comic card in four forms PSA 10 has finally been gathered.

Comic alt is the rarest existence in each OPCG set, with original black-and-white comic panels directly as the card background. The pull rate is notoriously extreme, making it a top-tier collectible in OPCG (slightly less than competition cards and numbered cards):

OP05-119 Fifth Gear Nika: PSA 10 Pop 2864 / Total Pop 4028, 10 rating rate 71%, because the booster pack contains three types of comic cards at the same time, the pull rate is about one very low per 200 boxes, due to its earlier release, it has the largest submission volume and the lowest 10 rating rate, making it the most valuable;

OP09-119 Third Gear: 2222 / 2530, 10 rating rate 88%, OP09 has five types of comic cards including Gold Roger and Four Emperors squeezing the pull slots, so the pull rate of Third Gear is about one per 360 boxes, making it the hardest to draw among these four;

EB02-061 Second Gear: 2018 / 2230, 10 rating rate 90%, this is my favorite one, so cool! The pull rate is about one per 140 boxes;

OP11-116 Fourth Gear: 3088 / 3497, 10 rating rate 88%, the pull rate is about one per 84 boxes, and in the same series, Gold and Silver Nika Luffy has overshadowed it, so the price is relatively the most "friendly" among the four.

Mr. Oda, please don't release Sixth Gear anymore, I really can't afford it 🤣

#OPCG #TCG

GM☕️ GameStop today launched Power Packs, a digital card pack platform, buy digital packs to open physical PSA graded cards.

Even traditional retail platforms have started doing Gacha🤣, buying digital card packs (ranging from $25 to $2,500), randomly opening PSA graded cards. The cards obtained are stored in the PSA Vault, and can be sold back, shipped home, or added to your own collection. Currently, there are four categories: Pokémon, Football, Basketball, Baseball.

I think it's a good thing for the entire card market that a company of GameStop's size is entering the TCG gacha space. Traditional retail has channels and PSA endorsement, which can push this gameplay to more people outside of the circle, expanding the market. As the market grows, both physical cards and on-chain cards will see improved liquidity.

Traditional retail has channels, supply chains, and PSA endorsement;
Web3 has on-chain transparency and global circulation.

Each has its own cards, and as collectors, there are more ways to acquire cards.

#TCG #PTCG

GM☕️ @coinkarma_ Ultron strategy had a new order yesterday, and it opened at a good position. $70,718 opened a long position of 46.22 BTC, then took profits in batches at $72.1K and $73.2K, already making over $48K profit, and the position is not fully closed yet, still in floating profit. My copy trading also made a small profit 🤤

I think many people like to trade based on news, but the problem with news is: chaotic, lagging, and easily emotional. In the past few days, there have been both bullish and bearish news, on the 12th "US-Iran negotiations broke down" (bearish), Strategy (MSTR), added position at $71902 (bullish), CPI lower than expected + ETF capital inflow (bullish)…… it feels like both sides have their reasons.

But Ultron doesn’t look at news; it only looks at signals.

Behind Ultron is the Market Pulse Index of @coinkarma_, which combines 11 indicators into a score from 0-100. Below 20 is a bullish signal, above 80 is a bearish signal. These 11 indicators cover liquidity, funding rates, whale movements, LSUR long-short ratio, BTC term structure, stablecoin supply, and more.

I’ve also been learning each of their indicators in the doc (https://docs.coinkarma.co) recently, and I found that there are over twenty types of indicators; Market Pulse is just one layer.

In fact, many times, when we are still digesting news trying to determine direction, the data layer has already provided the answer.

If you are interested, you can first take a look at this Market Pulse Index; it will definitely be a reference and help for your trading.

https://coinkarma.co/zh-tw/join/94795367

GM☕️ @GeniusTerminal Airdrop rules, purely absurd. Immediate claim only gives 30%, the remaining 70% must either be locked for a year or directly burned, with no other options.

This is still a CZ advisor project, not some random team. I have also insisted on participating in this project myself, so this frustration is not on behalf of others 😮‍💨. Can we just be human...?

$WLFI (World Liberty Financial) this melon is getting bigger 🤣.

Insider gothburz revealed: In a team of 12 people, 4 have the last name Trump, 3 have the last name Witkoff, and 600,000 wallet holders have accumulated losses of $3.87 billion, with the Trump family taking $350 million in transaction fees. Retail investors pay the bills, and the family collects fees; the structure is clear at a glance.

Then Sun Yuchen stepped in, releasing a lengthy article in both Chinese and English criticizing WLFI, claiming that as an early large investor, key information has never been disclosed. The wording is so strong that it seems like paving the way for legal action. Even Brother Sun couldn't sit still; one can imagine the value of this melon.

WLFI co-founder Zach Witkoff came out to refute this, stating it has nothing to do with Trump Meme coins. However, currently, the discussions on Twitter are overwhelmingly one-sided.

Retail investors are always liquidity, not shareholders.

GM☕️ StandX_Official has recently launched two SIPs, Block Trade and Position Yield, increasing OI from $30M+ to $100M.

The change after the launch of Position Yield is very noticeable — the positions you hold are generating protocol fees for you, the larger the position, the longer you earn, and with DUSD margin automatically accruing interest, you earn on margin and on the position itself. It's not about forcing you to trade more, it's about encouraging you to hold.

Block Trade is designed for large clients, with P2P on-chain settlement and zero slippage, and there has already been a $1.7M order successfully executed. DEX can handle this scale while remaining fully transparent on-chain; the product is indeed moving in a serious direction.

Additionally, I've heard that KOL rounds are gradually arranging refunds, which generally indicates that TGE is coming soon. As mentioned before, I'm no longer trading just for the sake of trading; real transactions are placed on StandX, and airdrops are up to chance. As of now, I am still satisfied with the current state.

GM☕️ couldn't resist and opened the sealed American version of the OPCG 1st Anniversary gift box that I bought a while ago.

This set is the English Version 1st Anniversary Set limited release by Premium Bandai in June 2024, featuring 10 cards of the Straw Hat crew in ukiyo-e style. The texture and visual impact of each card are truly exceptional, with each card resembling a small print. Bandai has indeed put a lot of effort into the artistic design of this set.

After opening and taking a look around, the centering is just okay 😮‍💨. It's not crooked, but it's also not perfectly centered. However, I can't worry too much about that; I will definitely send them all for PSA grading and take a gamble on luck.

I checked the PSA pop report, and currently, the total number of cards submitted for grading in the full set is 8,576, with an approximate PSA 10 rate of 85.5%. Among them, Luffy has the highest submission count (1,157 cards), but surprisingly has the lowest PSA 10 rate at about 64%. Zoro is the most stable with a PSA 10 rate of 94%. So the rarity of Luffy PSA 10 is actually higher than expected (as long as Luffy grades 10, I’m likely not to lose 😜).

In the secondary market, the price for a complete set of 10 consecutive numbers with PSA 10 is around 900,000 yen (which is roughly 6,000 USD+). For individual cards, Luffy PSA 10 is the most expensive, followed by Zoro.

The ukiyo-e style really resonates with me; it’s definitely my favorite set. It feels great to have it displayed in a card holder. Wishing for all to grade P10!

#OPCG #TCG

GM☕️ Woke up this morning and my wallet is in trouble 😮‍💨. Covenant AI (formerly SN3) announced a complete withdrawal from Bittensor, taking the team, the 72B model, and all research with them, causing $TAO to plummet.

The reason for the withdrawal can be summarized as: Bittensor's "decentralization" is a performance. Const paused emissions, stripped the community of its rights, and publicly pressured the market, leading the Covenant team to say they can no longer build on such a network.

Whether this is true or not, I don't know.

PS: Currently still holding $TAO + a few subnet tokens, breakfast didn't taste too good today 🤡

Original source: <a href="https://x.com/covenant_ai/status/2042380152831951300">https://x.com/covenant_ai/status/2042380152831951300</a>

GM☕️Japanese version of "ONE PIECE Premium Card Collection 25th Edition" PSA 10 consecutive number set, finally got it 🤤, I love this set so much!

Premium Card Collection is a venue-exclusive themed collection series of OPCG, different from booster packs, you don't need to draw — just open it to see all the cards inside. This 25th Edition is the venue-exclusive collection from the 2022 Meet The ONE PIECE 25th Anniversary Exhibition in Shibuya, Tokyo. It has been resold many times, with a total not low.

10 consecutive PSA 10 — 10 cards with consecutive PSA certification numbers, sent for grading in the same batch, all scored 10 points. In the Japanese collecting community, it's called "連番（れんばん）", which is considered a rare complete set condition.

This 25th Anniversary set of single cards is actually not expensive, but I can't take my eyes off consecutive numbers 🤣, and it also features my favorite manga original art style, with the background directly using the original manga artwork (can I consider this a type of manga card? 😜), so I decisively bought it.

PS: There are two more sets I'm eyeing — the US version 1st Anniversary (super expensive 😮‍💨) and the Japanese version of the red-haired diva Premium Card Collection.

#TCG #OPCG

GM☕️ 8 hours ago Trump is still shouting "the entire civilization will collapse tonight", revoked 4000+ Iranian visas, Iran closed diplomatic channels. Woke up — two weeks ceasefire, crude oil plummeted 21%, BTC pulled back $72K.

Trump TACO has become a pattern: mouthfuls of rhetoric → market plummets → reversal calls → market rebounds. The script has played out three or four times without change 😂.

Moreover, this time it only signed for "two weeks". I personally believe that the probability of tearing up the agreement after two weeks is higher than maintaining it.

GM☕️ Is everyone still persisting in interacting with Perp Dex?

I have currently placed all my trades on @StandX_Official, no hard brushing, just interacting as it comes🫠

GM☕️ has splurged again. I acquired a Titanium Crystal Pikachu PSA 10 — Pikachu ex SAR 234/193, from the premium pack M2a released last November.

Buying Logic:

1. Pikachu is the number one global IP, and any highly rare Pikachu card has almost never dropped in value over the long term. This isn't faith, it's data.

2. M2a is undoubtedly the golden pack of the Mega generation, and the price of Gengar from the same series remains high; recently, the Titanium Crystal Pikachu has just started to catch up. Personally, I believe that although Gengar is also a popular Pokémon, over the long term, the price of Pikachu from the same series will surely exceed Gengar.

3. The production cycle of premium packs (ハイクラスパック) is short, and the reprint probability is far lower than that of regular expansion packs; long-term supply is tightening.

4. Currently, there are 7,216 PSA 10s out of a total submission of 8,613, with a grade 10 rate of about 83.8%. It may not seem low, but this series has been released for less than half a year, and as subsequent submissions increase, the grade 10 rate will likely be diluted.

I saw this on @renaissxyz, contacted the owner, who was very nice, and we finally closed the deal at $750. Recently, PSA 10s have sold on SNKRDUNK for ¥133,000-140,000 (about $880-930), and eBay has listings for $998-1,172, so I considered it a good price.

Lastly, I want to give a shoutout to the artist @JamesTurner42; this Titanium Crystal Pikachu is just too adorable, with those diamond fragments on Pikachu and the rainbow light in the background, holding the card feels like it’s glowing. I personally have no resistance against this kind of cute art style with thicker lines (you can tell by my profile picture 🤣). To be honest, one reason I bought this card is purely because I was struck by the art style; sometimes collecting is just like that, where the data doesn't compare to how it makes you feel at first glance 🫶

#TCG #PTCG #PokemonCards

GM☕️ 2010 Year randomly gave away 5 BTC that no one claimed, in 2026 15 BTC will be shared among everyone, the whole world will scramble for it.

BTC is still that BTC, what has changed is that people finally understand it.

GM☕️ The biggest problem with centralized issuers is not "having power", but "having power and not using it at critical moments".

Drift was hacked for $285 million, with hackers using Circle's own CCTP to bridge $230 million USDC from Solana to ETH, and Circle took a full 6 hours to freeze.
https://x.com/zachxbt/status/2039566991858794981

The irony is in the timeline - on the same day, Circle joined the x402 Foundation as a founding member, promoting "the future of decentralized payments" alongside Coinbase and the Linux Foundation. While envisioning the payment infrastructure for the Agent economy, they couldn't even press their own centralized freeze button.
https://x.com/coinbase/status/2039689568509989209

Instead, Ondo Finance was the first to freeze 477,000 USDY, becoming the only RWA issuer to respond in a timely manner.
https://x.com/OndoFinance/status/2039747469009924354

To put it plainly, the trust foundation of USDC is 'you will act in critical moments'. This time they did not act, and the cracks began to appear. For us retail investors, the lesson is simple - do not place your sense of security in any centralized institution, it's more reliable to diversify your assets and manage your authorizations well. 😮‍💨

GM☕️ TAO's EVM chain has a new platform emerging, Brain FUN, with $BRAIN launching at midnight and now experiencing a price increase of over 400%. I didn't buy it, but I want to record my thoughts.

@opentensor has attracted a lot of attention these days because Jensen Huang publicly praised Bittensor for training a large model with 72B parameters, and the price of $TAO has also surged. I myself have followed the trend and bought a little TAO, as well as configured several subnets such as: SN3 Templar (decentralized large model training), SN4 Targon (AI inference and GPU computing market), SN64 Chutes (serverless AI inference platform), SN65 TPN (decentralized VPN), and SN97 Constantinople (decentralized RPC infrastructure).

This morning, when I saw this platform, I felt that logically it doesn't make much sense—TAO is a network for decentralized AI, yet someone has opened a platform on its EVM chain to launch a meme coin. What’s the logic behind this? It feels like someone is simply leveraging the recent popularity of TAO to hype something up?

What TAO aims to do and meme coins just don’t seem to match, it feels quite discordant.🤣

I'm not trying to fud, I'm purely observing this: what’s more important, attention or logic? If this meme coin really manages to take off, it indicates that the market follows the hype, and logic isn't valuable; if it doesn't succeed, at least my intuition wasn't wrong.

Unable to convince myself to buy, I wonder how long it will take for reality to hit?😂