avatar
flyawei⚔️ (3/3) Bird🕊️ $M | 🐜 🌊🧡
66,718 Twitter followers
Follow
Posts
avatar
flyawei⚔️ (3/3) Bird🕊️ $M | 🐜 🌊🧡
01-30
Thread
As the saying goes, fortunes change, and I think several promising projects have emerged in the #GAMEFI sector. For example, @Capybobo_io, which I've been researching recently. Why am I optimistic about it? The reason is actually quite simple. Most #P2E projects ultimately get stuck on the "liquidity" hurdle—either they can only circulate in a small range on DEXs, or even if they are listed on exchanges, they lack sustained support, and the price quickly weakens. But $PYBOBO is clearly different. It secured the support of two major exchanges, Bybit and KuCoin, from the very beginning, which is crucial in itself. What does this mean? It means that before the game even fully unfolds, the project team has already solved the two most critical issues: liquidity and withdrawal channels. For P2E projects, this step is often more important than the gameplay itself. From a technical perspective, Capybobo2 is built on Solana, offering clear performance and cost advantages. Furthermore, this year is a World Cup year, and the "sports + meme" narrative inherently carries attention and a foundation for widespread dissemination. Overall, I think this is a stock worth paying close attention to, especially for those looking to enter the P2E sector but who are sensitive to liquidity risk. Of course, position control is still necessary, as uncertainty always exists in gaming projects. Just participate rationally 😂
PYBOBO
10.76%
avatar
flyawei⚔️ (3/3) Bird🕊️ $M | 🐜 🌊🧡
01-28
Thread
I'm thrilled to join Huma Content Academy Cohort 2 👋 To be honest, #PayFi has always been a sector I'm bullish on, and @humafinance is right at the forefront of this field. From a product and technology perspective, Huma 2.0's modular PayFi protocol is more than just a "proof of concept"; it's truly solving real-world problems: ◼️Providing real-time, on-chain liquidity for cross-border payments, card settlements, and trade finance; ◼️Simultaneously covering retail stablecoin liquidity pools and institutional-grade payment settlement infrastructure; ◼️Truly integrating payments and DeFi in multi-chain environments like Solana. This is why Huma has been repeatedly mentioned as a representative case of PayFi in numerous industry reports, especially its strategic partnership with WLFI, which effectively demonstrates PayFi's value capture capabilities in real-world business scenarios. Looking ahead, my assessment of Huma is clear: ◼️In the short term, Huma 2.0's technological evolution and the Content Academy ecosystem will accelerate the recognition and adoption of PayFi. ◼️In the medium term, PayFi is expected to become the infrastructure layer connecting traditional payments and DeFi, and Huma has the potential to become a core protocol. ◼️In the long term, whether it's cross-border payment networks or the future machine-native economy, real-time settlement and the financialization of payments will be fundamental necessities. I look forward to working with more outstanding creators in the Content Academy to clearly and thoroughly explain the value of PayFi and Huma 🚀 (PS: Why am I not in the picture? I had to add it myself 😂) twitter.com/flyiiawei/status/2...
HUMA
1.13%
avatar
flyawei⚔️ (3/3) Bird🕊️ $M | 🐜 🌊🧡
01-21
Thread
I saw today that @Theo_Network has expanded to @solana. That's what good projects are like—they have their own direction and move forward steadily! I checked $THBILL's YT (Yellow Tails) price; it's dropped sharply recently. It feels like it's a good time to buy and try for an airdrop. Previously, 200U only yielded 13,000 YT, but now it can get 32,000. I calculated that the average YT was 0.027 points two weeks ago. At this rate, buying 200U would get you over 800 points a week. The weekly loss is less than 10U. Holding it until early February and then selling it seems very cost-effective. The YT market is quite quiet right now. Hopefully, @Theo_Network can do something big! @pendle_fi twitter.com/flyiiawei/status/2...
SOL
4.29%
avatar
flyawei⚔️ (3/3) Bird🕊️ $M | 🐜 🌊🧡
01-19
Thread
Speaking of $RIVER, a large unlock is coming up @RiverdotInc. A total of 1.5 million investor tokens will be unlocked on January 22nd. It's unclear whether they will be sold directly on the secondary market or offered as OTC tokens within the team. This could be a good indicator of the project team's and early investors' attitudes. Below is a brief overview of the recent and subsequent unlocking status of $RIVER: Currently, $RIVER has a total supply of 100 million tokens, with approximately 19.6 million in circulation, representing 19.6%, still in the early circulation stage. This unlock on January 22nd is the first cliff unlock for investors, with approximately 1.5 million tokens, representing 1.5% of the total supply. It can be considered the first truly significant "concentrated release node" since TGE. Looking ahead to March, two points warrant attention: First, the Ecosystem Foundation will release a small amount of tokens linearly (approximately 330,000), a relatively small quantity. Second, the 180-day conversion period for the dynamic airdrop will end. Whether this portion will become tradable depends on the actual choices of community users, and its impact on short-term circulation remains uncertain. (I have over 200 tokens staked for 9 months and over 10 staked for 3 months, starting to collect them in April. I don't know if the price will hold up then.) The real bulk of the release is yet to come: The remaining 90% for investors will only begin its 24-month linear release in mid-2026; The core team and advisors will only begin their 30-month linear unlocking after the cliff event ends in September 2026. Structurally, the lock-up period for the team and advisors is relatively restrained, indicating a clear long-term orientation. Overall, the release of 1.5 million tokens on January 22nd seems more like a "trial run." At this point, it's better to observe the actions rather than jump to conclusions. Hopefully, it won't disappoint everyone. @River4fun
RIVER
37.43%
loading indicator
Loading..