土豆币币叨叨

The market's fluctuations are quite intense, and many people have either been liquidated or are feeling hesitant.
Binance can now also add friends; if you have any questions or want to follow along with the trades, come on in.

Today I heard a lot of talk: “SOL memes are set to make a comeback!”

Honestly, I think that claim is a bit too early. In the last round when memes were popular, the plain truth is that the market simply had no other story to tell. Bitcoin was rising, with one good piece of news after another—so how could people just sit there and do nothing?

But in the meantime, every “serious” narrative in the space has been disproven one by one. Memes just happened to catch the wind, becoming a place for capital to vent. Still, if you went through the wave in 2020 and 2021, you’d know the ceiling for memes back then was actually quite limited. Everyone quietly agreed to have small bets for fun—there weren’t many people who really charged in hard. In other words, the pool was only so deep.

Now look at things: the environment is completely different. You can even trade US stocks directly on exchanges—so who would still be betting on-chain, rolling the dice on bigger or smaller? If a couple of breakout meme tokens happen to appear now and then, of course you can’t stop them. After all, human nature is like that.

But going back to the kind of all-out meme frenzy from back then, I think it’s basically not happening—at least not in the next few months, don’t even think about it.

This $ANSEM’s DEV move really is a big win—definitely the biggest winner.

When you look around, all these recent famous coin(s): $ANSEM, $TJR, $HIM, $COBIE… they’re all opened by him alone, like he’s running a chain store. Just now he opened a new pool, and in the blink of an eye the market cap hit $700,000 USD.

You have to say, all this sudden wealth really has landed on his head—nothing can stop it.

Why do we say this move of $CRCL is only a rebound, not a reversal?

Although the news that Circle has partnered with Nomura Holdings is definitely encouraging, and the coin price has indeed rebounded from the low of 67 to 76, we still need to look at the details.

First, volume and price: On June 26, when it rose, the trading volume never exceeded the volume of the downswing wave from June 1 to 5. Especially compared with the day June 5 broke below the neckline, the volume was much smaller, suggesting that the buy orders brought in by the good news were nowhere near as strong as people might have expected. Moreover, when it continued rising yesterday, the trading volume shrank even further compared to June 26. That clearly shows the buying momentum isn’t there.

Next, fundamentals: The supply of USDC is still gradually decreasing, with absolutely no sign of a turnaround and recovery. The Circle–Nomura partnership sounds impressive, but it’s a long-term matter. In the short run, it doesn’t really provide much help to USDC’s volume or to Circle’s revenue.

So overall, there simply hasn’t been a reversal signal yet. This rally is very likely just a short-term rebound. If Bitcoin tries to push up again, $CRCL may still pull back up to the neckline, but it will probably get pushed down again and then continue lower—possibly retesting the previous low. Don’t rush to call it a reversal; just observe a bit more.

Is it really only on the SOL chain that people feel at ease in their hearts? No more worrying like on BSC, afraid the project team will cut you down like you're a piece of meat?

To be honest, I feel like $TJR very well might be the next $ANSEM. You just toss money in, and in an hour it can double. If this were on BSC’s usual low-quality meme coins, I wouldn’t even dare to think about it.

Of course, surpassing the heights of the blue-chip leader $ANSEM is probably a bit difficult, but getting close to that 50 million mark should still be possible.

Anyway, I already pulled out my principal. Everything left is just profit running. No pressure at all—fly as high as you want. What we want is fast, accurate, and ruthless!

When it comes to playing soil dogs, you still have to look at the SOL chain—it’s really impressive.

First, $ANSEM surged to a market cap over a hundred million in just three days; today, $TJR shot straight to ten million in five hours. This speed is something BSC simply can’t match.

Now most on-chain liquidity is basically concentrated in SOL. When the million-to-billion-sized pools start moving, their volatility is even faster than that of smaller BSC caps in the tens of thousands. BSC can’t even keep up with their everyday PVP, so what advantage is there left?

In plain terms, the market isn’t short of money—it's just that all the money has flowed to more promising places. #MEME

Confirmed, MicroStrategy is really stepping in to rescue the market this time!!!

They just officially announced an adjustment to their strategy. Instead of being the “buy only, never sell” dead-long stance from before, they can now sell Bitcoin whenever needed to supplement their dollar reserves, pay dividends, cover interest payments, and even repurchase company stock and preferred stock. $btc

Last week, they already took action—by selling MSTR common shares and raising roughly $1.152 billion. Now the company’s dollar reserves have increased to $2.55 billion, clearly keeping ammunition for the next moves.

Bitcoin’s daily-level analysis conclusion still hasn’t changed. For the detailed thinking, you can refer to what I shared yesterday. For the medium-to-long term, as long as there is no selloff with increased volume and no break below the new low, don’t short for now. On the 4-hour timeframe, the bottom is gradually rising, and the trading volume is also increasing moderately, which indicates that capital is continuously entering at this level—so the probability of a rebound is getting higher.

Today, I’ll give a short-term trading plan directly: around the current price (about 59,400), you can go long immediately. As long as it doesn’t fall below this level, the long position can be held. If it breaks below, cut the loss. For right-side trading: if price breaks above 60,600, you can chase the long. Once the breakout is successful, the rebound is confirmed, and there will be more room to the upside. $BTC

$LAB And successfully reaped another batch of Air Force![0-9]{11}

I advise everyone to cut your losses quickly—don’t hold on to fantasies. Once this thing is pulled up, it just keeps shaking and moving sideways, specifically to eat up funding fees. It collects 24 times a day. If you hold for a day, you’re basically gone. Even if it later drops, you won’t earn back your losses.

There’s a token called $ANSEM whose market value once exceeded $120 million.

But its deployer, “yHCxHB,” actually only spent a cost of $6,300, buying nearly 793 million tokens. Later, he transferred 650 million of them to an address called blknoiz06, and sold the remaining 142+ million, getting back $118,000.

By the math, he actually only made about $5,500. So even though he created a project with such a huge market cap, he himself didn’t really make much money 😂.

$币安人生 So many people are just staring at that wildly huge buy-sell “爆多爆空” data, but the market maker isn’t stupid—of course they can see these numbers too.

I think this move is deliberately meant to stir things up. After all, they spent so much money pulling the price up before; it’s not like they would blow up just those few orders at these positions for the sake of it.

For this coin, I’m specifically monitoring it closely—I’m watching it directly with my own eyes.

$RAVE blowout, how to get in? How can you make money?

The on-chain data for this coin is kind of interesting: large holders’ positions are increasing, and the contract open interest has also risen by about 50%. The linkage signals between futures and spot are also lining up.

The price has doubled from yesterday to today. The key funding rate is still positive, which suggests the longs are still paying the shorts—so it looks like the main players haven’t finished pushing it up yet, and they may still be building positions.

But there’s one thing to watch out for: if the people trading it are still the same crew, then this “zhuang” is a famous “bad dealer.” Observe first—don’t rush in.

$ONDO More and more buy orders are hanging overhead, piling up thicker and thicker like a snowball.

Now in the 0.33 to 0.39 area, a large amount of liquidity has already accumulated, packed together like traffic jams. As long as BTC shows a bit more strength, ONDO is likely over the next few weeks to surge up and gobble up all these orders.

$GUA I entered a long position around 0.25.
Next, we should see a rebound to repair things.

Remember: don’t take too large a position; you can set a larger stop loss. At this point, even a small bounce can move dozens of points—don’t rush in!
On to the next one.

I have to say
$BTC is really putting in the effort

How many of you have followed along?
Be sure to set your stop-loss

Fan-coin king $ANSEM has already reached a market cap over a hundred million, but that doesn’t mean any random #MEME of this kind can be played around with casually.

For $ANSEM to succeed, it really was perfect timing, geographical advantage, and people working in sync—capital from all sides coordinated properly to push it that high. After that, following “copycat” coins are basically very hard to replicate. The most crucial part is that the original team/owner must personally claim it; an airdrop from DEV alone won’t do. It’s just like the “Two Saints” selling products—most of those coins were made and coordinated by three different parties, and the upside has to be driven by the protagonist themselves.

It’s not that you can just have a random KOL open a launch and it’ll catch fire. At minimum you need hundreds of thousands of followers to get the network-effect scale. Coins backed by creators with millions of followers—who can capture both domestic and international audiences—are the ones that really work. Don’t jump in just because a blogger has only a few tens of thousands of fans.

Try to play the leader coins on the SOL chain. Over on BSC, it’s mostly domestic influencers— even if they launch a coin, they’re generally easier to PVP against than the ones over there with foreign communities. On the whole “fan/celebrity-worship and faith” side, we really don’t have the same level of loyalty as them.

Also, many domestic lead teams are afraid of risk and don’t dare to claim it. The玩法 (gameplay) isn’t as open and free as the foreigners’—and since it wasn’t their own coin to begin with, they’re even less willing to take risks. So dumping and spreading FUD is also normal. Just like yesterday, Second Brother directly sold $Wang Xiaoer.

Finally, the market on-chain is still a bear market. Money likes to huddle together, and the market only recognizes the one with the strongest consensus. Other derivative coins in the same sector are hard to see any momentum. So if you want to play, just do some swing trades on the leader. There’s really no need to touch copycat coins.

A batch of tokens will be unlocked this week. The one most worth paying attention to is $GPS. This round’s unlock amount is nearly 16% of the circulating supply, making the sell pressure the highest. $EIGEN and $CARDS are also sizeable, with unlock ratios of over 6% each. In comparison, $SUI will only unlock 0.34%, so the impact is much smaller.

That said, token unlocks don’t automatically mean the price will drop. Whether it ultimately rises or falls depends on whether there are buyers to absorb the supply, what the market sentiment is like, and whether the project team and early investors actually want to sell.

Bitcoin’s price action today, judging from the daily chart, looks like it’s being hit hard and really pushed downward. It feels like it still has room to drop. But honestly, I think the sell-off isn’t clean enough—it kind of has the flavor of a “fake-out,” like someone is deliberately trying to scare people.

So today I don’t recommend chasing shorts. Instead, based on the stop-loss at 58500, you can look for a spot to try going long. If the price can move back above 59400, then it basically confirms it was a stop-hunt / bear trap. After that, there’s likely to be a decent pullback.

I’m first in line—$BTC

I’m betting that Hayes’ faith in this won’t last three days. Once he dumps the goods in his hand, everyone will know.

(Actually, this coin with $SYN has always been a wild station being controlled and manipulated by someone. What “fundamentals” are there to talk about? Those who know, know.)