链上达人

【Finding Certainty in Uncertainty: Dancing with Strong Players】

The market has shrunk again, and $AIA has also returned to its original position. For those who are optimistic about long-term projects, this may be a good opportunity to build a position; I have already bottomed out at 2.16 and will continue to buy if it drops below 2.

There are mainly two reasons: ① Strong players, terrifyingly strong, those who understand will naturally understand; ② The narrative of the AI oracle is unique, naturally empowering the prediction of markets and DeFi scenarios, waiting for the next explosion.

Today, I was “fooled” into buying by a deep article from Foresight: "How DeAgent AI Becomes the Value Hub of the Prediction Track Beyond Polymarket?".

The article points out that the prediction market is a battleground for Web3, but investors face the awkward reality of being “available but not investable,” similar to the disconnection between the explosive growth of Pump and the issuance of tokens, failing to achieve true value capture, while Virtuals has taken the opportunity to bind tokens with ecological development, achieving a growth flywheel.

Returning to the prediction track, a similar situation is occurring: Polymarket corresponds to the Pump.fun of that year (a product leader but a long-term lack of investable tokens), while DeAgent AI (AIA) plays the role of a value container similar to Virtuals, providing the key infrastructure modules missing in the prediction market (AI oracles and agent execution networks), and also offering the publicly tradable token AIA as a benchmark for track indexation, allowing investors to indirectly share in the medium- to long-term growth of the entire prediction track by holding AIA.

Simply put, AIA occupies two popular tracks: AI and prediction, and is an important infrastructure with real value support. If you are optimistic about these two tracks in the long term, you should include AIA in your observation list, dance with strong players, and share in the industry dividends.

Little Black says!
Give $AIA a kneel!

The distance posted increased by 10x
It's comfortable to keep up with it.

Still MMT?
Still Play AI?
Not pulling the market is all nonsense.
Look at $AIA , and you'll know what a true strong player is.

First-class projects: do both business and marketing, such as $AIA
Second-class projects: only do business, not marketing, such as $ASP
Third-class projects: do neither business nor marketing, there are too many of these types, no need to elaborate further.

If you are optimistic about AI Agents, you should pay attention to AI Oracles. DeAgentAI has recently launched the zkTLS AI Oracle, which enhances the AI Agent economy by generating ZK proofs to verify the authenticity and privacy of API calls.

From a conceptual perspective, AI Oracles can be obscure and difficult to understand, but in practical applications, AI Oracles are quite useful and even have the potential to open a new track, somewhat like Link did back in the day.

In simple terms, traditional Oracles are designed for simple, public, and easily verifiable data, excelling in the “public data” market. However, when data becomes complex, private, and uncertain, this model tends to break down.

Taking AI Agents as an example, more and more Agents are emerging, but privacy and trust remain challenges. On one hand, Agents lack trust in off-chain data and cannot make advanced decisions based on richer data; on the other hand, different Agents also lack trust between them and cannot perform advanced operations based on trust.

The aforementioned problems cannot be solved by traditional Oracles, as traditional Oracles are essentially “reputation consensus,” where nodes vote and data is public. However, such solutions cannot address the privacy needs of AI nor provide decisions based on complex data.

DeAgentAI aims to tackle this pain point. However, they are not building a “more trustworthy” Oracle; instead, they are constructing a fundamentally trust-free Oracle: creating a "cryptographic notary" system through zero-knowledge proof technology.

This system provides identity verification, data integrity, and decision traceability for Agent interactions through “off-chain proof - privacy-protected execution - proof generation - on-chain verification,” while protecting privacy.

If the recent hot topic x402 addresses the friction in AI payments, DeAgentAI provides “verifiable trust,” making it possible to create truly autonomous, trustworthy, and high-value AI Agent economy.

Lastly, I still hold some $AIA , hoping for a second takeoff.

The purpose of manipulating the market is to sell off, $XPIN has high control over the market, there are almost no chips outside, the dog dealer has pulled it up close to 20x from the bottom, who buys the 800 million FDV is a fool.

Searching for Certainty in Uncertainty: Playing with Strong庄币

The market is fluctuating repeatedly, and even spot trading feels like contracts. Last night, I almost got liquidated when going short, and spot trading also experienced a roller coaster.

The day before yesterday, I took advantage of the spike at $AIA to buy the dip at 1.08, and when I woke up after a sleep, all my orders at 3 and 3.5 had surprisingly been filled, finally feeling great.

As the hot item in the Sui ecosystem, AIA is the leader in AI, and the trading volume after TGE remains at the forefront in the Binance contract section, often experiencing violent surges, with expectations for spot trading and seemingly no selling pressure recently.

After the market stabilizes, I will look for opportunities to re-enter.

The strong remain strong, $AIA 24 hours increased by over 27%, ranking first in Binance U-based contract increase list.

I still have some AIA, this time I plan to continue the layout, get listed on Binance spot, returning to 4 is not a big problem right?

Only when the tide goes out do you discover who's been swimming naked. After the bloodbath on '1011', many tokens have struggled to recover, with only a few making a strong rebound; these projects deserve long-term attention, with YGG being particularly memorable.

On October 11, YGG completed its fourth token buyback, amounting to 200,000 USD. Including the previous three buybacks, YGG's total buyback amount has surpassed 2.7 million USD.

As a result, $YGG quickly rebounded, just a step away from reclaiming its lost ground. From an external perspective, the official team is unafraid of market fluctuations and continues to buy back, indicating their confidence in YGG's long-term value.

On October 15, $YGG was listed on Upbit, doubling in value instantly, becoming the star of the entire market.

Today, YGG has initiated a new action: launching on Launchpad. According to official news, the first project on YGG Play Launchpad is @LOLLandGame, where players can gain $LOL subscription eligibility by participating in events.

Regarding this new token offering, here are a few highlights for reference:

① LOL is developed by YGG and is very popular in the Abstract ecosystem, with cumulative revenue of 4.5 million USD.

② The game tokens on YGG Launchpad are issued with an FDV of less than 1 million USD, breaking the trend of 'high FDV, low circulation'; LOL's issuance FDV is only 900,000, releasing 10% of the tokens.

③ YGG Launchpad includes a task system, where players can earn points by staking YGG or completing game tasks. Those with higher points will get priority in the new token subscription, with the LOL subscription period being from October 29 to 31.

For more information, refer to the official document: https://www.yggplay.fun/news/lol-token-utility-and-play-to-airdrop

✍️Possible VC coins with potential for a surge: Binance's territory, Sui's direct lineage, and low initial circulation.

If a project meets any of these criteria, it has enough hype to drive up prices. If it can satisfy all three, it would be rare and have limitless upward potential.

A recent typical case is AIA. This project meets two points (Sui ecosystem + low initial circulation), and after the TGE, it surged 10x from the bottom.

What we can expect next is @Everlyn_ai, which has three overlapping buffs:

1.Binance Incubation: Everlyn is a major layout by Yzi Labs in the AI sub-sector of video generation, providing funding and resources to potentially become a leading player in the field.

2.Sui's direct lineage: Sui is an important investor in Everlyn, with a publicly disclosed holding cost of a $250 million valuation, and there is a lock-up period.

3.Low initial circulation: According to Grok data, Everlyn's initial circulation is only 12.5%, with the main selling pressure coming from public offering participants.

Currently known is that Everlyn's public offering valuation in Kaito is $250 million (the same as institutional prices), and if it can reach this point on TGE day, I will go all in without hesitation.

Regarding other highlights of Everlyn, many bloggers have already explained them clearly, so here’s a summary:

1.Team excellence: Composed of members from Meta, Google, DeepMind, Microsoft, and Tencent, with Turing Award winner Yang Likun as an academic advisor.

2.Mature product: The core model Everlyn-1.5 was developed by former researchers from Meta, Google, etc., and has generated over 10 million videos.

3.Real revenue: Over 1000 new paying users daily; $140,000 in revenue from the 7 D platform; first-year user membership subscription revenue is expected to exceed $7.2 million.

Lastly, please remember the opening time of $LYN on Binance and look for opportunities to participate:

Binance Alpha: October 6th, 15:00 (UTC+8)
Binance Future: October 6th, 15:30 (UTC+8)

『YGG “Dog Farm” is stocking up again, or it may start a new round of skyrocketing』

A month later, YGG has started repurchasing again. The same address, the same amount (1M), the same path (buying coins from Binance and withdrawing), can this time be as violently bullish as last time?

On-chain data shows that YGG deposited 1 million USDT into Binance on the evening of September 27. A few minutes later, the YGG address received 6,367,258.35 of $YGG , equivalent to a repurchase cost of 0.157 USDT. For details, refer to the on-chain records:

✅ Deposit 1 million USDT into Binance: https://etherscan.io/tx/0xe059d10f425b5fda29c9acee2e2717ac63837252394d65a28326700e4eb75db3

✅ Withdraw YGG from Binance: https://etherscan.io/tx/0xd06857a141cd6ab561ac8974a5ebbf0592c0acac9cd253e9522c832a118b8cb9

If we count the previous two repurchases, YGG has spent 2.5 million USDT in the past two months to sweep the secondary market, significantly stimulating the price of $YGG .

Taking the last time as an example, the YGG price rose from 0.15 to a maximum of 0.26 within half a month after the repurchase was completed, igniting the entire Gamefi track by itself, and those who kept up have made a fortune.

In addition to the actual repurchase, YGG's fundamentals actually have many positives. Here are the key points sorted from public information and rumors for reference:

1. The first game created by YGG, LOL Land, is very popular, with total revenue exceeding 3.7 million US dollars. This game not only empowers YGG directly from the mechanism design but will also continuously repurchase YGG with its profits.

2. If everything goes smoothly, the Launchpad will go live in October (it is said that the official announcement will be made during Token2049). This thing is actually benchmarked against Virtuals, focusing on token incubation in the gaming track. By then, YGG will likely become the golden shovel of the Launchpad.

3. YGG's gaming business is flourishing. Recently, they collaborated with KBW, Fat Penguin, and Abstract to hold large-scale events, continuously expanding their influence in blockchain gaming and cross-IP.

Currently, YGG is quoted at 0.159 USDT, with an FDV of 159 million, nearly fully circulating with no selling pressure. Whether the upcoming Launchpad can ignite a big fire for YGG remains to be seen.

Aster has created countless A7, A8

But there's no need to worry, because most people sold off early

Especially those who scalp, basically all sold on the first day of trading

My main account had 98,000 pieces, sold at 0.11, directly sold for 160,000 U

I hope the friends who followed my strategy and bought 100 pieces are still in the game

If you bought 100 pieces, you could have around 200,000 pieces, now worth over 300,000 U

$ASTER $BNB

Aster is known as a super large token, with a lot of people single currency A7

If you have already missed out $ASTER , then do not miss out Sdandx again

The founding members come from the original Binance contract team, gaining support from BSC and SOL

There are no historical legacy issues similar to Aster, and no VC enjoying low-cost chips

The community airdrop ratio should be very large, and the current perspective for participation is to pre-store stablecoin mining

Zero wear throughout the process, dual mining points + APY returns, just wait for the contract product to go live and then start smashing

Raspberry Public Offering, should you participate?

As a long-time critic of Kaito Launchpad, my answer is: Yes.

Here is my subscription logic @boundless_xyz, for reference only:

1⃣ Very likely the first project to have TGE after fundraising on Kaito
2⃣ Public offering FDV is lower than the last round valuation, and the unlocking conditions are better than VC
3⃣ The cost-performance ratio for diamond and gold tier players is high, even VCs are anxious to see
4⃣ The ZK track is so hot it has gone mainstream, major exchanges have no reason not to list
5⃣ Referencing the token model, the initial circulation is very low, making it easy for whales to control
6⃣ Comparable to the recently launched $PROVE, the opening FDV is expected to reach 1B
7⃣ The initial SOON fundraising was collectively FUDed, but subscribers have already made profits
8⃣ Betting on subscribers having additional airdrops or further relaxed unlocking rules

In summary, I will invest my golden number, you do as you wish.

If I bet right, praise me; if I bet wrong, ignore everything.

Ready to invest! The pre-TGE hot favorite Boundless will be publicly available on Kaito on August 25

Community members who participate in the testnet and achieve bronze, silver, gold, or diamond levels are eligible for token rewards and priority allocation in the sale.

Specific rules have not yet been announced, but those interested can do the following two things:
1. Tweet to climb the Yapper rankings: Mindshare may have a weighted ratio
2. Complete KYC: There are plenty of experience shares online, just copy the homework

Given the current pace, the Boundless airdrop inquiry is likely not far off, hoping the market improves soon.

Four years ago, I bought a Fat Penguin for 60U, and now I possess a million-dollar fortune.

At that time, $ETH 2000 U was just over, and the Fat Penguin was fairly launched at 0.03 E, costing 60 U per unit, and subsequently, airdropped Little Penguins and fishing rods.

Now, the floor price for Big Penguins is 15.5 E, Little Penguins is 1.67 E, and fishing rods are 0.6 E, totaling 17.77 E, equivalent to 66,600 U.

When the Fat Penguin TGE occurred, a single set of NFTs (Big, Little Penguins + fishing rod) airdropped approximately 2 million pieces $PENGU , currently valued at 84,000 U.

Without considering external project airdrops (DYM, ZK, L0, etc.), if you had invested 60U four years ago, you would now hold 150,000 U, equivalent to over 1 million RMB, with an investment return rate as high as 2500 times. During the same period, BTC increased by 268%, while ETH only increased by 82%.

From 60U to 150,000 U, you only needed to get in and hold firmly.

All pullbacks are for unloading
Can we reach the other side this time? $HAEDAL

Thank you, Dog Village

Dog Village has the guts to challenge me! $PUMP

Outside there are scythes everywhere, only penguins can help you defy fate

Rather than messing around, it's better to just hold on to $PENGU

If you don't even trust the penguins, what are you doing playing Web3