你還在逢代幣解鎖即做空嗎 👀
根據 @TraderNoah 的代幣解鎖表，我們可以看到高峰的解鎖時間落在 2026-2027 年，每月解鎖約 4 億美元的代幣，之後將逐漸下降。
待解鎖代幣： $DRIFT $ENA $ETHFI $HYPE $JTO $JUP $KMNO $L3 $MORPHO $PYTH $TENSOR $W $ZRO
@TraderNoah 的看法是，除非動用 5

As I build out an internal token unlock dashboard, it occurs to me just how much supply of high quality tokens is coming to market.
A crypto "megafund" worth of unlocks per month for the foreseeable future.

Noah

Twitter

Are you still shorting tokens during unlocks? 👀
According to @TraderNoah's token unlock chart, we can see that the peak unlock period is in 2026-2027, with approximately $400 million in tokens unlocked monthly, which will gradually decrease afterwards.
Tokens to be unlocked: $DRIFT $ENA $ETHFI $HYPE $JTO $JUP $KMNO $L3 $MORPHO $PYTH $TENSOR $W $ZRO
@TraderNoah's view is that unless

Over the past six months, I've gone from being an observer of Web3 to entering the payment industry. Now, I've chosen to stop and cease working on Web3 payments.

This isn't a retreat after a failure, but rather a judgment and adjustment made after truly getting involved. In these past six months, I've traveled to Yiwu, Shuibei, Putian, and even Mexico, seeing how payments are actually implemented in the most prominent places mentioned in reports. I've also been involved, building a Web3 payment MVP, taking over accounts, developing Web3 payment tools, and trying to run my imagined path from the first step to the last.

But the further I went…

An entrepreneur's account: From beginning to end, why I stopped developing Web3 payments.

Pi Coin's price has risen slightly by over 1% in the last 24 hours, but it is still trading more than 20% lower than three months ago. The downtrend has not been reversed, but there is a sign of a shift.

A bearish scenario...

Retail investors are buying in as Pi Coin's price drops – but only large capital inflows can stop the plunge.

A new proposal called "The Cat" is causing a stir in the Bitcoin community by suggesting the possibility of permanently deleting existing Ordinals and Non-Fungible Token from the network, thereby reigniting one of the most debated issues...

The Bitcoin community is fiercely debating the proposal for "The Cat".

@TraderNoah 對未來的看法
👉 代幣未來的價格會跟股票的價值評估方式差不多，可能會上下浮動
👉 瘋狂掃貨不一定能夠決定價格，除非能拿出超過 5 億美元的現金
👉 解鎖不一定能夠影響價格，需要有足夠的流動性和場外交易
👉 解鎖會讓估值較高的代幣下跌，但如果表現比預期好就有機會減輕賣壓
👉

@TraderNoah's thoughts on the future
👉 The future price of tokens will be similar to the valuation of stocks and may fluctuate up and down
👉 Crazy shopping may not determine the price unless you can come up with more than $500 million in cash
👉 Unlocking may not necessarily affect the price, there needs to be sufficient liquidity and over-the-counter trading
👉 Unlocking will cause higher-valued tokens to fall, but if they perform better than expected, there is a chance to reduce selling pressure
👉

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