cutepanda

cutepanda

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Yesterday is already the past Tomorrow has not yet arrived Only today is a gift from heaven Seize the present moment

@币圈劳模一天20条推)

Brothers, don't get anxious If you miss it, you miss it What belongs to fate will come to you in the end What doesn't belong to fate, don't force it Money is endless to earn This money might not be your turn Wait for the next one As long as the market's still hot,

The secondary aspect is still too slow on the uptake. After playing with Uniswap V4 coins for over ten days, it didn't even occur to me to buy some $UNI. Gotta keep practicing.

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, very bad entry point, now 10M, just added a little. Overall, currently a 50% unrealized loss, probably around 5000-6000 USDT, still holding. Midway, built some on-chain robot-related concepts, all within the Virtual ecosystem, bought randomly and left. That's it, let's see how it goes. Today I looked at many new mechanism-based trading platforms, but had no desire to participate. In my opinion, very few have developers with verified community participation, not meeting my criteria for long-term holding. I didn't participate in the Sato rebound. After entering in the first wave and stopping the loss, that was it for me, because I generally don't make money on coins I buy after selling. It's better to just leave and not consider it further. From now on, I'll generally filter out teams that aren't publicly represented. In this era where everyone can vibecode, design and product development will explode limitlessly. If a team can't even stand up and take responsibility for their own product, I find it hard to trust the future of the token.

<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 TON's on-chain tokens to see which ones are performing well, hoping to catch a new alpha in the future. 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 point is valid, even if it's crude. Each chain has its own aesthetic preferences. ETH is an emerging innovative concept; base tokens need official endorsement; Sol tokens need hype and market manipulation; BSC tokens prefer narratives associated with CZ and Heyi. TON is no exception. Based on the tokens with relatively high market capitalization on TON, I've summarized TON's current aesthetic: 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 TON's earliest narrative, all on the Telegram mini-program. 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 without particularly complex narratives. 3. DeFi-related infrastructure: - STON (http:/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 have much less on-chain infrastructure compared to other chains, suggesting potential for future growth. In summary, when selecting TON tokens in the future, consider these aspects: Telegram-based mini-apps/airdrop expectations/animal-based names with simple names/official connections. TON's recent surge is attributed to Telegram. By focusing on the core connection with Telegram, future investment targets will at least be on the right track. As for current events, political narratives, and innovative mechanisms, those will undoubtedly remain the domain of EVM and SOL.

Yesterday I deployed BNB AI, and today I tested the Agent wallet's coin exchange and market data viewing functions, both running normally. In the future, I hope to develop my BNB AI into a tool for discovering new opportunities on the BNB chain. Looking at the official Skill features, there are more than I expected. Besides the basic wallet and new operations, leaderboards, there are also token information queries, transaction information, leaderboards, and other things to explore. I plan to continue testing it out. Recently, I also saw an article saying that BNB Chain's AI agents have exceeded 150,000, which is very impressive. I hope BNB Chain continues to thrive. bnbchain.org/en/blog/bnb-chain...… #AIonBNB

I get a lot of dms asking me about $LFI, the utility of the token, and when the platform is going to launch. I think it’s best to wait for updates directly from the team. I’m waiting for the launch as well. If i and everyone already had every answer, the price would already be 10-20x higher. That’s where the asymmetry comes from. the best r/r comes from being early. and being early means uncertainty, incomplete information, and betting on the market potential, the team, and their ability to execute before the crowd fully understands it. But from the questions I’m getting, I can already tell most people are looking at this with a very short-term mindset. They’re staring at 15min candles, trying to trade every fluctuation, getting impatient. As I’ve said before, this is not a trade for me. It’s an investment. When you invest in a real-world company at inception, especially one that launched fairly, you’re not investing based on current conditions or current metrics alone. You’re investing in ➪ the potential of the market they’re tapping into ➪ the quality and background of the team ➪ the backers and connections behind it ➪ and the long-term execution potential I already explained my thesis in previous threads. The market @lienfiapp is targeting is massive, multi-billions today, and potentially much larger after the CLARITY Act developments. The team building is one of the top 3 biggest property tax lies Hedge Funds in the U.S. with over 100m dollars already committed to the fund. Institutional interest and capital will inevitably flow into to $LFI, and this inflow plays out in weeks not days. Hundreds of billions in stablecoin capital will no longer be able to generate yield directly. If even a fraction of that capital rotates toward real-world yield-generating assets, then $LFI becomes a direct proxy for that inflow. And that alone should price it 100x higher. That’s the bigger picture most people are missing. So yes, I’m comfortable. At around a 4.5m market cap, this is probably the cleanest asymmetric 100x setup I personally see across all chains right now, and I’ve been buying more every day.

If we review the timeline of the past month: 1. The two second-tier "monster" coins on Binance started their endless upward surge. 2. Binance Life surged tenfold. 3. Space Dogs surged to 100M, and on-chain liquidity began to return. 4. New UNIV4 mechanisms like uPEG and Sato emerged on the Ethereum chain, and recently, new NFT projects like Slonks have also appeared. 5. BSC memes began to revive, with some leading projects willing to spearhead meme development, resulting in rebounds of 5-10 times. 6. TON began its price surge, reviving old coins. 7. More innovative projects emerged, including new AI projects on Base.com, which rebounded. I think the story isn't over yet. Points 8, 9, 10, or perhaps even 99 or 100, are probably still on the way.

Liquidity has indeed returned substantially There are still people who are bearish right now, of course, like Teacher xtony or Teacher Shapo Lang, who both think the broader market will drop by half Regarding the ups and downs of the broader market, I don't really get it

Liquidity has indeed returned significantly. Of course, there are still bearish voices, such as xtony and 杀破狼, who believe the market will fall by half. I don't fully understand the ups and downs of the overall market, but the return of liquidity in both primary and secondary markets is clearly visible. My view is that this return of liquidity is very strong; even if BTC and ETH fall, this upward trend will continue because this redistribution of wealth has placed it in the hands of many who are willing to believe. There will likely be more and more opportunities to make money in the future. When new opportunities arise, it's best to believe first. Perhaps it's truly time to change our bearish mindset.

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