Trendaavat aiheet
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Bonk Eco continues to show strength amid $USELESS rally
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Pump.fun to raise $1B token sale, traders speculating on airdrop
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Boop.Fun leading the way with a new launchpad on Solana.
憨厚的麦总
All said that it has been said, draw an MM standard trading trend and the logic behind it for your reference, everything is inseparable from its essence, for the banker, there is only one idea for trading: sell high and buy low (pay the minimum cost to pay the maximum liquidity)
The structure of the picture below is the most basic, and the other trends are basically variants of this trend, such as pulling up and distributing more than one distribution (forgive my poor drawing skills, I wiped my hands with MD ink, and I went to wash my hands first after coding... ）
A. On-chain underlying
B. Secondary target
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Let's talk about the essence of the steakhouse as I understand it: "Confirm that the banker has the investment cost to recover the chips"
The higher the cost of Zhuang's investment and takeover, the lower the possibility of Zhuang abandoning the market, and if you want to ship, you can only pull up first, and the pythia found by Lam before is a good example.
Anyone who only puts it there to show you, or is associated with a big conspiracy dealer, or is associated with other big target mm addresses, is a hooligan, now mm has a bunch of smart money addresses, a lot of smart money can also be bought as marketing services, you only pay attention to the investment of real money.
You see a target on the chain, such as 3-5m horizontally for a long time and not returning to zero, there is a high probability that there is a banker collecting chips, go in and take a closer look, see if you can calculate how much you have sucked, what is the approximate cost, and you can follow up after the banker starts the first one.
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I don't know which tendon in my brain is wrong in the morning, and after washing my clothes, I thought it would be more comfortable to bask in the sun, so I didn't use the dryer, and I went to catch up on sleep after drying the clothes
When I woke up, I found that it was a violent storm outside, and all my clothes were blown away, leaving only the clamped socks
For a straight man like me, I really hate shopping and choosing clothes to match, which consumes too much decision-making energy, so I basically buy five pieces of clothes
Indeed, if you are looking for a girlfriend, you have to find a clothing that can help me choose clothes to match
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It's still comfortable 😌 to hold the VC disk, Gen call has tripled, and the people around me who understand the situation are still buying more positions, and the VCs behind them have not yet stood up with famous brands.
16.7. klo 21.35
$Gen really pay more attention, the past two days have been on dips to increase positions, pure VC group disk, inquired about what institutions are promoting, the first wave of washing price at 10m, this plate washed for half a year before starting, did not wash very deeply, the second wave does not pull a main rising wave, there is no need for the first wave to spend the cost of fundraising, look at the chain ARC and AI16Z giant whales have also entered, I am still convinced of the ability of these people to pull buying.
Dzox5Ytp6ZU54h3uutcp4MXw3ZnBxR21H5Zx4r4qpump
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憨厚的麦总 kirjasi uudelleen
The long-awaited @solanamobile will start shipping on August 4th! We are excited to invite Solana Mobile's general manager @m_it to give everyone a sneak peek at what’s different about the new generation of phones 😍
If you have pre-ordered the phone, please update your shipping information as soon as possible to ensure you receive your phone! Friends in mainland China can contact Hong Kong freight forwarders for shipping arrangements～
Stay tuned for the full video version!
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A few days ago, I caught up with the old buddy in charge of mergers and acquisitions at CITIC, and in the past two months, more and more people in the currency circle have come to him to consult the backdoor business of US stocks. At present, a relatively clean U.S. stock shell asset is about seven or eight million US dollars, which is even more cost-effective than the shells of some major currency circles, and the pace and process of mergers and acquisitions and additional fundraising in the secondary market are also very fast.
The core logic of this round of cyclical currency stocks is actually very simple: "Since the lack of liquidity in the circle has also been charmed, then whoever can find a larger liquidity pool will be more awesome." Once it comes to U.S. stocks with larger liquidity pools, these coins and stocks have enjoyed higher premiums and gains than their own coins.
Take @MyStonks_Org copy some $BMNR and $HYPD respectively, BMNR is because of Sister Wood and Tom Lee's platform, these two people's ability to buy on Wall Street is indeed possible, if ETH also has its own MSTR in the future, BMNR is indeed the strongest and most promising to become; HYPD is currently the smallest Hype currency stock, Hyperliquid is the hardest new cottage in this cycle, and the investment logic is also very appetite for growth investors in the US stock, so build a bottom position first.
17.7. klo 16.30
🌟 The editor of Maitong has compiled a list of "MicroStrategy" of major mainstream coins for you——
BTC： $MSTR · $SQ · $BTBT
ETH： $SBET · $MPU · $ICG · $BMNR $BTBT
SOL： $DFDV · $UPXI
BNB： $WINT · $NA
TRX： $TRON ( $SRM )
HYPE： $HYPD
👀 Who's the next whale on the chain? Let's talk in the comment area!
#麦通 #MyStonks #BTC #ETH #SOL #BNB #TRX #HYPE
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In less than four days, the Pump/Bonk exchange rate pair fell by another 30%, Pump 3.6 billion, Bonk 3 billion, Pump still has room to continue to go down, but once Pump falls below the price of Bonk, it will put pressure on Bonk's valuation in the short term, because Bonk no longer has an "anchor" for valuation.
I think Alon is also very clear that when the business is overtaken by bonk, this position is for the pre-sale of the white sedan chair (there are still many VCs still underwater), and the biggest benefit of pump now is also for bonk, because the hot money is going to rush the cheaper faucet. So now you can't pull, let the market digest the change of hands by itself, and if you are ready to operate the second stage, you have to trap the plate in front and run and then take back the chips below the pre-sale price.
In the next step, BONK surpasses the market value of Pump (there is a high probability that it will be realized through Pump continuing to fall for a wave)
In the next step, the two fell together, the short-term attention dissipated, and the hot money of the launchpad ran away
18.7. klo 15.15
I talked to @dapanji_eth about the Bonk ecosystem today, and some insights inspired me, although they are subjective, and I came to the conclusion directly:
1. Pump was dominant before because it lacked a truly competitive opponent, while the Bonk team had money, know-how, voice, and a mass base (this is actually very similar to the story of OpenSea being replaced by Blur
2. Compared to Alon, Tom has a long-term belief in this matter on the chain, and in addition to developing products, he will spend two hours a day in the trenches.
3. Alon actually doesn't believe in this matter on the chain, which is reflected in the behavior is indeed more interest-oriented, whether it is Sol mining and selling, high-point coin issuance or tokens are not empowered, the main one is to pay if you can.
4. Long-term optimistic that Bonk's market share in sol will rise from 70% to 90%.
These ideas translate into investment thesis:
1. If you believe that the chain will become more and more prosperous, Naked Bonk and GP
2. If you are not sure whether there will be an on-chain boom or even a decline on the chain, then Bonk more, empty Pump, to eat the profits of "price mismatch", now Pump's market value is still nearly twice that of Bonk, this option is indeed a no-brainer arbitrage opportunity in my opinion. (I have no illusions that Alon will take out money to pull the pump, the pump coin has been issued a lot, the car is so heavy, and there are not enough bears to blow up the market, and even the agreement income is unwilling to take out the empowerment, and I still expect to spend money to pull the plate to the bulls?)
My personal choice is 2, because I also think that the popularity of pump coin issuance has indeed focused the attention of funds in the short term, and as the heat passes, the whole track is watching a wave of corrections.
The chart below shows the proportion trend of Pump/Bonk after the issuance of coins, which is a new big truck altcoin, and I will ask you if it is empty
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After looking around the coins that everyone left messages, I also replied a lot, and gave you some suggestions:
1. For newcomers who have just played level 2, I suggest you bravely "chase the rise and kill the fall", to participate in the game, instead of going to the "low ambush", unless you have a core insider who knows which garbage will take off, otherwise the strategy of picking up garbage is not a good strategy on the chain or level 2, not only can you not improve your trading ability through this trading strategy, but there is too much garbage in this market to pick up, put your money on the garbage pile that has been distributed and pray that the garbage you are holding down can take off will make you miss the whole bull market.
2. Coins that have not been launched much in this market are "garbage", and there is no need to be nostalgic.
3. Just like there are only a handful of altcoins that can outperform BTC, most of them will also outperform ETH, so if you are buying altcoins for a long time, see if they have outperformed ETH in the past two months, and if they have not outperformed ETH in the past two months, then it is almost inevitable that your altcoins will underperform ETH for a long time.
22.7. klo 00.46
Leave a message on the secondary altcoin you are taking, and I will help you refer to whether it is worth continuing to take
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Currency stocks are so popular, I thought of a business, go to the US stock market to collect a shell, raise money from the project party with the left hand, take the money raised with the right hand to buy the project party's coins, attract US stock leeks to FOMO, and can also pull the price of the coin, and draw an advertising fee in the middle or decorate your own assets in it.
Later, on second thought, isn't this Trump's WLFI 😂?
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