CutePanda Calls

CutePanda Calls

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CutePanda Calls

I checked out Arron's MegaETH game last night. I deposited 0.67e to play and got two gold cards, which seems pretty lucky. I currently have 500u left. I'll check the returns tomorrow. Let me briefly explain how it works: First, you deposit money to buy employees to complete tasks at the company. Successful tasks reward you with coins; failures add money to the prize pool. You can then draw equipment. Better equipment means a larger share of the prize pool. Of course, there are some details, such as the success rate being related to the price of ETH. Game Link [Link to game]

CutePanda Calls

The current price movement is around 2024111120230. It's not performing exceptionally well. This is the trend of $Dirty; it still looks like there's a chance it will go to zero. Judge for yourself.

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I'm still too slow on the secondary market. I've been trading Uniswap v4 tokens on ETH for over ten days and haven't even thought about buying any UNI.

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Robotics on virtuals.io $CAS $SR $VADER

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I predict Binance will still list unisawap v4-related coins, at least either uPEG or sato. Firstly, Binance has been consciously promoting on-chain wallets since last November; secondly, on-chain wallets recently added support for Ethereum. There are also articles discussing this, so it seems quite promising.

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Those who have doubts about LFI should take a closer look at Miyamoto. He used to have a very impressive record, but now he's extremely bullish. $LFI

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I can choose to trust 0xhadrian with uPeg, mleejr with LFI, Binance us with USDUC, and Virtual with Robot. If there's only one mechanism, I think AI can generate a hundred mechanisms in a minute. But without a person and team on the front lines, I don't know who to trust.

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Current holdings: $uPEG 700k cost, sold half around 4M, peak market value 30M, now 9M, no change. $LFI Entered around 300k, held the remaining position unchanged, current market value 8M. $USDUC Entered at 19.3M, poor entry point, now 10M, just added a little. Overall, currently a floating loss of about half, around 5000-6000 USDT, still holding. Midway, built some on-chain Robot-related concepts and Virtual ecosystem stocks, bought randomly and left. That's it, let's see how it goes.

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<Aesthetic Research and Token Selection Suggestions for the TON Chain> TON hasn't shown any downward trend yet. The overall trend reminds me of Sol's rise from 10u. I've recently started researching the on-chain tokens of the TON chain to see which tokens are performing well, hoping to catch the next alpha. Yesterday I saw a tweet saying, "Buy ETH if you don't understand it, buy base tokens if they have a big name, buy Sol tokens with many bundles, buy BSC tokens with lots of spats." I think the statement is crude but the principle is sound. Each chain has its own aesthetic preferences. ETH is an emerging innovative concept; base tokens need official endorsement; Sol tokens need hype and market control; BSC tokens prefer narratives associated with CZ and Heyi. TON is no exception. Based on the tokens with relatively high market capitalization on the TON chain, I've summarized the current aesthetic of the TON chain: 1. The Telegram ecosystem is the core narrative. -NOT (Notcoin), CATI (Catizen), DOGS — all Telegram bot/Mini App game tokens. -BLUM — Telegram's built-in exchange/airdrop platform. Airdrop tokens were the earliest narrative of the TON chain. These are all from Telegram mini-programs, and these tokens are relatively old. 2. Memes are generally animal-based with simple narratives: - 🐶 DOGS, TDOG, NOTDOGE - 🐱 CATS, CATI - 🐤 UTYA (duck), DUCK - 🐟 FISH It can be seen that these meme tokens have simple and easy-to-remember names and don't have particularly complex narratives. 3. DeFi-related infrastructure: - STON (STON.fi DEX) — Highest market capitalization, best liquidity - DUST (DeDust DEX) - STORM (Storm Trade derivatives) - STONKs (trading bots) DeFi tokens are relatively stable, but currently, their on-chain infrastructure is much less compared to other chains, suggesting potential for future growth. In summary, when selecting TON tokens in the future, consider these aspects: Mini-programs based on Telegram Apps/Airdrop Expectations/Simple Animal-themed Apps/Official Relevance TON's recent surge, fueled by its Telegram connection, suggests that focusing on its core relationship with Telegram will ensure a sound overall direction for future investments. As for current events, political narratives, and innovative mechanisms, those remain the domain of EVM and SOL.

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Last night I deployed Hermes Agent + Binance AI and wrote down the process. Those interested in learning AI agents can refer to this. Actually, there's a lot to explore with Hermes Agent because it can self-upgrade, making it suitable for crypto users. x.com/cutepanda/status/2052032...

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