无极Rockysun

Brothers, today I want to have an open-hearted chat about the current state of the cryptocurrency market. It’s all real talk, and listening to this can help you avoid pitfalls:

The group isn't as lively as before, and things have cooled down on-chain as well. The core issue is that both liquidity and confidence are ebbing. Since November, I haven't really made any moves, and I advise everyone not to mess around indiscriminately — whether it's trading cryptocurrencies on the secondary market or investing in projects on the primary market, the more you act now, the greater the chance of losses.

Let me mention a few key points: the "dumb money" that followed trends has long been harvested, and what's left are all seasoned players. When the market was good, you couldn’t make money, and now it’s even harder to think about it; Korean players have all gone to trade US stocks and AI, where chip and storage stocks have doubled in value, which is much more appealing than the crypto market.

Let me emphasize this: it's truly not shameful to hold cash. Right now, during this garbage time, not operating is winning; preserving your principal is more important than anything else. All sectors have become crazy competitive, and project teams, VCs, and market makers have already filled the pits; as retail investors, we’re just picking up the pieces. And definitely don’t borrow money from friends in the circle; those are all superficial relationships, borrowing money is basically a scam, and many people in the group have fallen for it.

Finally, a reminder: don’t touch contracts; nine out of ten people lose. BTC is becoming more and more stable, like a solid investment; if you can hold it, do so. Get your Hong Kong card as soon as possible, as it can be used for overseas stock market dealings or crypto transactions in the future. Let’s not be anxious about short-term market fluctuations; adhere to a long-term perspective, wait for the trend to come before exerting efforts, then making money will be easier!

Coinbase restarts ICO, Uniswap promotes buyback and destruction, trading mining is once again in vogue, and on-chain funds frequently flow into prediction markets—various signs are echoing one trend: it seems we are returning to the cycle of 2018 to 2019.

During that era, the market was similarly enthusiastic about:
- ICO financing wave
- Deflationary token destruction
- Mining mode through trading
- On-chain prediction betting
And, the rotation of established tokens once again.
$BTC

The new share subscription market has always been considered one of the main trends in a bull market. Since the second half of the year, there have been numerous new subscription projects, and new platforms each have their own strengths. However, most of them restrict access for Chinese citizens, and many people do not have a reliable and quality K merchant. Even when encountering good projects, they miss out due to the lack of KYC. It might be worth following me, as I specialize in providing high-quality K products from around the world at affordable prices. Add me on V to let me become your top black slave nearby! $BTC

Buidlpad has launched a new gameplay, VIBE, aimed at small and beautiful early-stage projects. I personally believe this project is a must-participate.
Setting aside what the project itself is about, let's talk about the low valuation, high financing, high participation requirements, few participants, capital protection participation, and direct access to Binance. Are these points enough? I personally think it's not about whether you can participate, but whether you have the conditions to participate. Enough said, let's keep going!

Great opportunity to get something for free, don't miss it
As long as you have a Buidlpad account and a Twitter account, you can participate. Publish tweets related to MMT and submit them on BP for a chance to receive a priority allocation of 150 U. There will be at least a few times the profit when it goes live. The last session's $FF went live at 10X, this money is like picking it up for free. If you're interested, go check the tweets yourself.

The opportunity cost of choosing a track in the crypto space varies for different crypto tracks (fields) over different time periods.

DeFi vs. NFT vs. GameFi vs. Yield Farming vs. Inscriptions vs. MEME

1⃣
In the summer of 2020, DeFi projects like $AAVE, $UNI, and $YFI exploded, with many tokens increasing tenfold or even hundredfold.

2⃣
In 2021, the NFT track became popular, with projects like CryptoPunks and Bored Ape Yacht Club (BAYC) surging, where early users of $BAYC received airdrops of $MAYC and $APE tokens worth hundreds of thousands of dollars, while DeFi entered a downward cycle instead.

3⃣
From late 2021 to early 2022, the GameFi (on-chain games) track (such as Axie Infinity) was hot, but soon entered a bear market, leading many GameFi projects to zero.

4⃣
In 2022, Yield Farming track early users of Uniswap received 400 UNI airdrops, with a peak value of about $16,000. Interacting with the Arbitrum ecosystem led to receiving ARB airdrops, with some accounts claiming hundreds of thousands of dollars, but then the Yield Farming track plummeted, with many being reaped.

5⃣
In 2023, Inscriptions, at the beginning of the year, the Ordinals protocol was released, and Ordinal Punks initially only required a few dollars in Gas fees, later reaching individual prices exceeding 50 BTC, with $ORDI peaking at over $96+. Following the explosion of inscriptions across various chains, over 99% went to zero.

6⃣
In 2024, the meme shitcoin season, VC coins vs. shitcoins, formed a stark contrast, one was a quick profit, while the other had mythical hundredfold gains. Market speculation was ignited, with funds chasing on-chain myths, resulting in many hundredfold+ MEME coins, such as $bonk, $goat, $act, $punt, $ai16z, $eliza, #zerebro, etc. By the end of the year, $TRUMP pushed funds to historical peaks, only to plummet, leading to many AI tokens nearing zero!

If you entered a track too early or missed an explosive opportunity, your opportunity cost is the high returns from other tracks.

#odin.fun ICP Network
On the 2.25, the trading volume of CKBTC is 63.5 BTC.
On the 3.4, it is 245 BTC.
On the 3.5, it is 34 BTC.
This means that in the short term, it is all on-chain inventory PVP, just waiting to see if we can cash out the golden dog!

Market Coolness and Warmth Observed Through Data——
pump.fun platform's emission rate has dropped to 0.73%, hitting a historic low since its official launch, with trading volume plummeting by 96% compared to peak levels. The trading volume of tokens launched on the platform has also reverted to the level of September 25 last year, recording only $136 million yesterday, compared to a historical high of $3.13 billion, a 96% drop from peak levels. The number of active addresses and balances for SOL have both halved from their peaks, no wonder that in the past two days, SOL's co-founder has frequently promoted the TIME celebrity coin platform. Under the pressure of a large unlocking tide, it's inevitable for market funds to withdraw and seek safe-haven assets! $SOL

The jargon of the chain is to avoid you not knowing what it means when others communicate:
P soldier: assets below $1M
P general: assets $1M - 5M
P general: assets $5M - 10M
P marshal: assets above $10M
Car head: refers to the address that is monitored by many people and has obvious influence on the market after buying or selling.
Give: Selling coins to others means smashing the market.
Bao: Describe a certain event
CA: Send out the address of the token contract
Sitting: refers to a trading behavior of staring at the information on the chain for a long time and looking for opportunities
Chain emperor: a player with sharp chain operations, extremely high winning rate and extremely high returns
Fool king: a player with extremely low winning rate and extremely high losses
Block: a behavior of buying and falling
PVP: a trading behavior of buying when the market value is extremely low and selling quickly to earn profits, and correspondingly, someone will lose money.
Trenches: refers to trading memecoin on the chain, which is extremely risky, just like fighting in trenches.
Chain scanning: Keep looking at new assets issued and look for opportunities to buy
Angle: The important thing about memecoin is emotion and storytelling. How to discover the value of this virtual thing? Everyone calls it "finding the angle". $ETH

Currently, there are two types of people losing money on contracts
First, high leverage; second, short sellers!
How to recover from the losses?
First, 5x leverage; second, layout Meme; third, go long!
$NEIRO

Full of Ai and Meme coins, watching others build high towers, it's false to say it doesn't hurt! However, I believe AI and memes will play out the final outcome! That kind of myth of doubling in one day and tripling in two days must belong to memes! $BOME

The unluckiest people in this bull market must be those who hold the inscriptions $1000SATS , the three fools, and the four fools of the ton ecosystem! Coincidentally, I have both! No matter how much karma I accrued in my past life, when holding them, shouldn’t it be evened out by now? Huh? Every coin has started at 3X, so why are these few big fools still lost? Did they forget to bring their compass?

Open positions at the low point of $1000SATS ! Sell at the high! This time it was strictly executed, many of the short positions I could see this time were not acted upon, which in the past would definitely have been uncontrollable. The so-called acting in accordance with the trend is easier said than done, but this time I finally did it. Moreover, my mindset is now stable, just earn what I should earn, and taking positions with a higher profit-loss ratio prevents me from feeling anxious! This is pretty good!

Focus on the rising patterns to achieve asset multiplication,
Quickly check the SWAP and lending sectors that haven’t risen yet and make rapid layouts into them.
The top figures of 2017 have collectively ascended.
DEFI in 2021 has entered a surge; quickly check the SWAP and lending sectors that haven’t risen yet and make rapid layouts into them.
The new elite this round is the target for the next wave of leaders, so quickly make layouts.
The TON ecosystem, AI sector, MEME L2, these sectors haven’t taken off yet, so hurry up and make layouts.
If you’re late, you can only eat dirt before the year ends!

#GOAT I built a long position near 0.68, and I will hold this position until the goat breaks new highs. The next step is to wait for an increase in position when we break the downward trend line and retest 0.7866 to continue entering the market. My expectation for the goat is that this bull market will see 10B. The goat is the leader among all AI AGENT tokens and is a coin that cannot be ignored when discussing the AI agent sector, just like one cannot ignore $btc when discussing cryptocurrency, ETH when discussing altcoins, and DOGE when discussing meme coins. In this round of the AI bull market, we cannot ignore GOAT, just like Westerners cannot lose Jerusalem! The second phase of the AI agent sector is about to begin, so everyone should seize the opportunity!

$1000SATS has finally shown signs of bottoming out after more than half a year. Keep it up, brother! Too cowardly, the next door $ORDI is more powerful than you!

#moodeng What is the experience of going from the brink of liquidation to earning 2000 dollars? I really have to thank myself for not being greedy, otherwise I would have been liquidated at 0.31. I reduced my position very timely, cutting 50% of my position right before the big drop, leaving me with less than 3000 dollars in position. I just came back from the bathroom and thought I was seeing things, TMD, thank you, Hippo, from my expected loss of 600 dollars to earning 2000 dollars!

I will announce a hundredfold coin next week! The entry opportunity is next week!

The square is for personal record only, not for investment advice! #DROY